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 | $63,121 | $133,958-52.9% | $112,228-43.8% | $134,475-53.1% |
| Participation rate | 28.6% | 78.6%-50.0pp | 75.1%-46.5pp | 81.2%-52.7pp |
| Annual return | -15.77% | 47.11%-62.9pp | 27.45%-43.2pp | 417.96%-433.7pp |
| Employer contribution / active EE | $549 | $4,038-86.4% | $3,635-84.9% | $4,740-88.4% |
| Participant deferral / active EE | $2,396 | $5,291-54.7% | $4,728-49.3% | $6,400-62.6% |
| Admin fee / account holder | $30 | $7,489-99.6% | $6,410-99.5% | $11,426-99.7% |