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 | $38,446 | $76,000-49.4% | $154,107-75.1% | $64,186-40.1% |
| Participation rate | 49.2% | 70.4%-21.2pp | 83.0%-33.8pp | 69.6%-20.3pp |
| Annual return | -4.22% | 30.32%-34.5pp | 735.12%-739.3pp | 7.63%-11.9pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,978 | $3,175-37.7% | $5,081-61.1% | $3,470-43.0% |
| Admin fee / account holder | $172 | $5,596-96.9% | $13,411-98.7% | $4,888-96.5% |