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 | $137,987 | $92,222+49.6% | $76,768+79.7% | $135,375+1.9% |
| Participation rate | 44.4% | 79.8%-35.3pp | 77.0%-32.5pp | 82.6%-38.2pp |
| Annual return | -2.25% | 5.46%-7.7pp | 2.43%-4.7pp | 519.73%-522.0pp |
| Employer contribution / active EE | $445 | $3,216-86.2% | $2,485-82.1% | $4,779-90.7% |
| Participant deferral / active EE | $3,577 | $4,509-20.7% | $3,852-7.1% | $5,609-36.2% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |