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 9-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 | $62,498 | $160,055-61.0% | $140,016-55.4% | $135,375-53.8% |
| Participation rate | 54.5% | 88.5%-34.0pp | 87.5%-33.0pp | 82.6%-28.1pp |
| Annual return | -7.66% | 911.38%-919.0pp | 651.12%-658.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,203 | $7,642-45.0% | $6,927-39.3% | $5,609-25.1% |
| Admin fee / account holder | $57 | $13,328-99.6% | $10,705-99.5% | $10,827-99.5% |