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 | $52,846 | $180,449-70.7% | $154,107-65.7% | $135,375-61.0% |
| Participation rate | 30.0% | 87.4%-57.4pp | 83.0%-53.0pp | 82.6%-52.6pp |
| Annual return | -4.88% | 888.09%-893.0pp | 735.12%-740.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $996 | $6,035-83.5% | $5,298-81.2% | $4,779-79.2% |
| Participant deferral / active EE | $2,626 | $5,806-54.8% | $5,081-48.3% | $5,609-53.2% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |