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 7-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 | $77,095 | $85,202-9.5% | $172,739-55.4% | $72,985+5.6% |
| Participation rate | 24.1% | 70.1%-45.9pp | 82.6%-58.5pp | 69.5%-45.3pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.84%-802.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $236 | $3,324-92.9% | $5,143-95.4% | $2,440-90.3% |
| Participant deferral / active EE | $1,077 | $3,260-67.0% | $5,198-79.3% | $3,607-70.1% |
| Admin fee / account holder | $18 | $5,884-99.7% | $13,954-99.9% | $5,124-99.6% |