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 | $43,484 | $85,790-49.3% | $67,313-35.4% | $135,375-67.9% |
| Participation rate | 69.2% | 76.5%-7.2pp | 69.1%+0.1pp | 82.6%-13.4pp |
| Annual return | -2.30% | -0.54%-1.8pp | -4.08%+1.8pp | 519.73%-522.0pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,568 | $4,651-66.3% | $3,568-56.0% | $5,609-72.0% |
| Admin fee / account holder | $161 | $6,392-97.5% | $4,507-96.4% | $10,827-98.5% |