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 | $47,679 | $105,860-55.0% | $90,749-47.5% | $134,475-64.5% |
| Participation rate | 56.3% | 78.2%-22.0pp | 75.7%-19.4pp | 81.2%-25.0pp |
| Annual return | -15.00% | -11.01%-4.0pp | -12.16%-2.8pp | 417.96%-433.0pp |
| Employer contribution / active EE | $564 | $3,462-83.7% | $2,921-80.7% | $4,740-88.1% |
| Participant deferral / active EE | $2,668 | $5,216-48.8% | $4,564-41.5% | $6,400-58.3% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |