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 | $33,458 | $76,000-56.0% | $154,107-78.3% | $64,186-47.9% |
| Participation rate | 27.3% | 70.4%-43.1pp | 83.0%-55.8pp | 69.6%-42.3pp |
| Annual return | -5.85% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $249 | $3,351-92.6% | $5,298-95.3% | $2,381-89.6% |
| Participant deferral / active EE | $958 | $3,175-69.8% | $5,081-81.1% | $3,470-72.4% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |