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 | $74,337 | $131,829-43.6% | $108,579-31.5% | $273,961-72.9% |
| Participation rate | 42.9% | 83.5%-40.6pp | 79.6%-36.7pp | 83.0%-40.2pp |
| Annual return | 3.22% | -91.57%+94.8pp | -51.70%+54.9pp | 41.45%-38.2pp |
| Employer contribution / active EE | $683 | $4,912-86.1% | $3,758-81.8% | $4,869-86.0% |
| Participant deferral / active EE | $1,970 | $5,127-61.6% | $4,311-54.3% | $5,287-62.7% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |