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 | $63,221 | $135,635-53.4% | $110,238-42.7% | $135,375-53.3% |
| Participation rate | 52.2% | 83.5%-31.3pp | 79.8%-27.6pp | 82.6%-30.5pp |
| Annual return | -7.19% | 513.19%-520.4pp | 314.74%-321.9pp | 519.73%-526.9pp |
| Employer contribution / active EE | $923 | $4,906-81.2% | $3,826-75.9% | $4,779-80.7% |
| Participant deferral / active EE | $1,897 | $5,506-65.6% | $4,672-59.4% | $5,609-66.2% |
| Admin fee / account holder | $59 | $11,457-99.5% | $8,547-99.3% | $10,827-99.5% |