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 | $60,097 | $131,829-54.4% | $108,579-44.7% | $273,961-78.1% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.6%-46.2pp | 83.0%-49.7pp |
| Annual return | 6.62% | -91.57%+98.2pp | -51.70%+58.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $639 | $4,912-87.0% | $3,758-83.0% | $4,869-86.9% |
| Participant deferral / active EE | $1,588 | $5,127-69.0% | $4,311-63.2% | $5,287-70.0% |
| Admin fee / account holder | $10 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |