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 | $68,690 | $138,065-50.2% | $123,544-44.4% | $135,375-49.3% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -4.56% | 153.68%-158.2pp | 119.20%-123.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $777 | $5,151-84.9% | $4,628-83.2% | $4,779-83.7% |
| Participant deferral / active EE | $5,473 | $6,799-19.5% | $6,426-14.8% | $5,609-2.4% |
| Admin fee / account holder | $92 | $10,916-99.2% | $9,284-99.0% | $10,827-99.1% |