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 | $41,749 | $69,518-39.9% | $59,878-30.3% | $135,375-69.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.7%-24.7pp | 82.6%-32.6pp |
| Annual return | -7.92% | 7.94%-15.9pp | 3.46%-11.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $247 | $3,235-92.4% | $2,722-90.9% | $4,779-94.8% |
| Participant deferral / active EE | $938 | $4,206-77.7% | $3,402-72.4% | $5,609-83.3% |
| Admin fee / account holder | $150 | $5,734-97.4% | $3,590-95.8% | $10,827-98.6% |