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 | $47,263 | $133,958-64.7% | $112,228-57.9% | $134,475-64.9% |
| Participation rate | 46.2% | 78.6%-32.4pp | 75.1%-28.9pp | 81.2%-35.1pp |
| Annual return | -17.10% | 47.11%-64.2pp | 27.45%-44.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $606 | $4,038-85.0% | $3,635-83.3% | $4,740-87.2% |
| Participant deferral / active EE | $4,162 | $5,291-21.3% | $4,728-12.0% | $6,400-35.0% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |