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 | $34,667 | $49,177-29.5% | $79,464-56.4% | $64,186-46.0% |
| Participation rate | 62.5% | 65.0%-2.5pp | 73.3%-10.8pp | 69.6%-7.1pp |
| Annual return | -7.64% | -1.16%-6.5pp | 718.14%-725.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $48 | $2,076-97.7% | $2,800-98.3% | $2,381-98.0% |
| Participant deferral / active EE | $1,754 | $2,821-37.8% | $3,704-52.6% | $3,470-49.4% |
| Admin fee / account holder | $55 | $3,839-98.6% | $5,113-98.9% | $4,888-98.9% |