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 | $87,951 | $138,065-36.3% | $123,544-28.8% | $135,375-35.0% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -7.99% | 153.68%-161.7pp | 119.20%-127.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $438 | $5,151-91.5% | $4,628-90.5% | $4,779-90.8% |
| Participant deferral / active EE | $4,750 | $6,799-30.1% | $6,426-26.1% | $5,609-15.3% |
| Admin fee / account holder | $271 | $10,916-97.5% | $9,284-97.1% | $10,827-97.5% |