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 | $61,586 | $135,635-54.6% | $110,238-44.1% | $135,375-54.5% |
| Participation rate | 69.2% | 83.5%-14.2pp | 79.8%-10.6pp | 82.6%-13.4pp |
| Annual return | -6.21% | 513.19%-519.4pp | 314.74%-321.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $503 | $4,906-89.7% | $3,826-86.9% | $4,779-89.5% |
| Participant deferral / active EE | $2,985 | $5,506-45.8% | $4,672-36.1% | $5,609-46.8% |
| Admin fee / account holder | $79 | $11,457-99.3% | $8,547-99.1% | $10,827-99.3% |