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 | $34,521 | $95,862-64.0% | $79,550-56.6% | $134,475-74.3% |
| Participation rate | 38.9% | 75.0%-36.1pp | 69.5%-30.6pp | 81.2%-42.3pp |
| Annual return | -18.12% | -2.69%-15.4pp | 0.16%-18.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,222 | $4,693-74.0% | $3,985-69.3% | $6,400-80.9% |
| Admin fee / account holder | $234 | $9,126-97.4% | $6,832-96.6% | $11,426-98.0% |