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 | $45,794 | $39,798+15.1% | $67,711-32.4% | $59,632-23.2% |
| Participation rate | 31.6% | 57.4%-25.8pp | 67.5%-35.9pp | 68.7%-37.1pp |
| Annual return | -0.90% | 89.94%-90.8pp | 25.41%-26.3pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,075 | $2,335-53.9% | $3,585-70.0% | $3,192-66.3% |
| Admin fee / account holder | $6 | $3,212-99.8% | $4,255-99.8% | $4,297-99.9% |