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 8-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 | $34,339 | $92,222-62.8% | $76,768-55.3% | $135,375-74.6% |
| Participation rate | 54.2% | 79.8%-25.6pp | 77.0%-22.8pp | 82.6%-28.5pp |
| Annual return | -6.01% | 5.46%-11.5pp | 2.43%-8.4pp | 519.73%-525.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,550 | $4,509-43.4% | $3,852-33.8% | $5,609-54.5% |
| Admin fee / account holder | $1 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |