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 | $33,148 | $138,044-76.0% | $125,339-73.6% | $134,475-75.4% |
| Participation rate | 42.1% | 84.5%-42.4pp | 82.4%-40.3pp | 81.2%-39.1pp |
| Annual return | -10.41% | 750.33%-760.7pp | 572.05%-582.5pp | 417.96%-428.4pp |
| Employer contribution / active EE | $426 | $5,243-91.9% | $4,814-91.1% | $4,740-91.0% |
| Participant deferral / active EE | $2,980 | $7,799-61.8% | $7,446-60.0% | $6,400-53.4% |
| Admin fee / account holder | $204 | $11,571-98.2% | $10,010-98.0% | $11,426-98.2% |