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 | $45,630 | $180,449-74.7% | $154,107-70.4% | $135,375-66.3% |
| Participation rate | 26.1% | 87.4%-61.3pp | 83.0%-57.0pp | 82.6%-56.6pp |
| Annual return | -7.37% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $327 | $6,035-94.6% | $5,298-93.8% | $4,779-93.2% |
| Participant deferral / active EE | $2,771 | $5,806-52.3% | $5,081-45.5% | $5,609-50.6% |
| Admin fee / account holder | $247 | $16,143-98.5% | $13,411-98.2% | $10,827-97.7% |