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 | $59,403 | $104,106-42.9% | $71,086-16.4% | $135,375-56.1% |
| Participation rate | 68.4% | 65.7%+2.8pp | 54.7%+13.8pp | 82.6%-14.2pp |
| Annual return | -12.05% | 1256.30%-1268.3pp | 650.59%-662.6pp | 519.73%-531.8pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,749 | $2,527-30.8% | $1,874-6.7% | $5,609-68.8% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |