See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,972 | $167,307-51.0% | $143,757-43.0% | $134,475-39.0% |
| Participation rate | 53.3% | 84.8%-31.5pp | 80.3%-27.0pp | 81.2%-27.9pp |
| Annual return | -11.80% | 0.46%-12.3pp | -0.04%-11.8pp | 417.96%-429.8pp |
| Employer contribution / active EE | $1,119 | $5,619-80.1% | $4,951-77.4% | $4,740-76.4% |
| Participant deferral / active EE | $3,434 | $6,446-46.7% | $5,637-39.1% | $6,400-46.3% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |