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 | $87,587 | $92,703-5.5% | $82,719+5.9% | $134,475-34.9% |
| Participation rate | 38.9% | 75.2%-36.3pp | 72.6%-33.7pp | 81.2%-42.3pp |
| Annual return | -12.30% | 944.92%-957.2pp | 701.18%-713.5pp | 417.96%-430.3pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,899 | $4,802+2.0% | $4,395+11.5% | $6,400-23.5% |
| Admin fee / account holder | $105 | $5,983-98.2% | $5,329-98.0% | $11,426-99.1% |