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 | $51,926 | $95,193-45.5% | $76,523-32.1% | $135,375-61.6% |
| Participation rate | 37.5% | 74.4%-36.9pp | 68.0%-30.5pp | 82.6%-45.1pp |
| Annual return | -6.97% | 4.85%-11.8pp | -0.27%-6.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,731 | $4,639-62.7% | $3,835-54.9% | $5,609-69.1% |
| Admin fee / account holder | $170 | $6,249-97.3% | $4,848-96.5% | $10,827-98.4% |