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 | $90,459 | $129,942-30.4% | $104,294-13.3% | $134,475-32.7% |
| Participation rate | 40.0% | 79.5%-39.5pp | 73.3%-33.3pp | 81.2%-41.2pp |
| Annual return | -15.13% | 42.03%-57.2pp | 24.61%-39.7pp | 417.96%-433.1pp |
| Employer contribution / active EE | $187 | $4,184-95.5% | $3,372-94.5% | $4,740-96.1% |
| Participant deferral / active EE | $2,365 | $5,588-57.7% | $4,625-48.9% | $6,400-63.1% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |