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 | $67,900 | $129,942-47.7% | $104,294-34.9% | $134,475-49.5% |
| Participation rate | 54.5% | 79.5%-25.0pp | 73.3%-18.7pp | 81.2%-26.7pp |
| Annual return | -17.67% | 42.03%-59.7pp | 24.61%-42.3pp | 417.96%-435.6pp |
| Employer contribution / active EE | $333 | $4,184-92.0% | $3,372-90.1% | $4,740-93.0% |
| Participant deferral / active EE | $2,757 | $5,588-50.7% | $4,625-40.4% | $6,400-56.9% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |