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 | $95,489 | $127,100-24.9% | $105,738-9.7% | $135,375-29.5% |
| Participation rate | 27.3% | 82.7%-55.4pp | 76.3%-49.1pp | 82.6%-55.4pp |
| Annual return | -8.40% | 4.49%-12.9pp | 6.27%-14.7pp | 519.73%-528.1pp |
| Employer contribution / active EE | $649 | $4,107-84.2% | $3,268-80.1% | $4,779-86.4% |
| Participant deferral / active EE | $2,245 | $5,064-55.7% | $4,080-45.0% | $5,609-60.0% |
| Admin fee / account holder | $15 | $9,087-99.8% | $6,913-99.8% | $10,827-99.9% |