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 | $23,563 | $71,883-67.2% | $86,677-72.8% | $68,494-65.6% |
| Participation rate | 45.7% | 72.2%-26.5pp | 76.6%-30.9pp | 67.9%-22.2pp |
| Annual return | -14.96% | 3.52%-18.5pp | 35.91%-50.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $448 | $2,173-79.4% | $2,836-84.2% | $2,596-82.7% |
| Participant deferral / active EE | $1,870 | $3,779-50.5% | $4,656-59.8% | $4,027-53.6% |
| Admin fee / account holder | $205 | $6,112-96.7% | $7,493-97.3% | $5,403-96.2% |