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 | $48,718 | $180,449-73.0% | $154,107-68.4% | $135,375-64.0% |
| Participation rate | 58.8% | 87.4%-28.6pp | 83.0%-24.2pp | 82.6%-23.8pp |
| Annual return | -7.83% | 888.09%-895.9pp | 735.12%-742.9pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,241 | $6,035-79.4% | $5,298-76.6% | $4,779-74.0% |
| Participant deferral / active EE | $2,614 | $5,806-55.0% | $5,081-48.5% | $5,609-53.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |