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 | $26,079 | $62,586-58.3% | $76,768-66.0% | $64,186-59.4% |
| Participation rate | 63.4% | 72.8%-9.4pp | 77.0%-13.5pp | 69.6%-6.2pp |
| Annual return | -5.39% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $274 | $1,832-85.0% | $2,485-89.0% | $2,381-88.5% |
| Participant deferral / active EE | $1,626 | $3,145-48.3% | $3,852-57.8% | $3,470-53.1% |
| Admin fee / account holder | $64 | $4,667-98.6% | $6,675-99.0% | $4,888-98.7% |