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 | $80,113 | $30,732+160.7% | $59,496+34.7% | $59,632+34.3% |
| Participation rate | 48.0% | 43.2%+4.8pp | 54.6%-6.6pp | 68.7%-20.7pp |
| Annual return | -0.23% | 4.47%-4.7pp | 182.05%-182.3pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,842 | $1,183+309.3% | $1,829+164.7% | $3,192+51.7% |
| Admin fee / account holder | $29 | $2,136-98.6% | $2,232-98.7% | $4,297-99.3% |