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 | $55,109 | $160,055-65.6% | $140,016-60.6% | $135,375-59.3% |
| Participation rate | 68.4% | 88.5%-20.1pp | 87.5%-19.1pp | 82.6%-14.2pp |
| Annual return | -8.84% | 911.38%-920.2pp | 651.12%-660.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $621 | $6,420-90.3% | $5,606-88.9% | $4,779-87.0% |
| Participant deferral / active EE | $7,707 | $7,642+0.9% | $6,927+11.3% | $5,609+37.4% |
| Admin fee / account holder | $166 | $13,328-98.8% | $10,705-98.5% | $10,827-98.5% |