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 | $33,190 | $57,354-42.1% | $83,848-60.4% | $64,186-48.3% |
| Participation rate | 37.0% | 68.6%-31.6pp | 76.1%-39.1pp | 69.6%-32.5pp |
| Annual return | -6.53% | 11.38%-17.9pp | 850.88%-857.4pp | 7.63%-14.2pp |
| Employer contribution / active EE | $292 | $2,545-88.5% | $3,631-92.0% | $2,381-87.7% |
| Participant deferral / active EE | $1,668 | $2,993-44.3% | $4,082-59.1% | $3,470-51.9% |
| Admin fee / account holder | $96 | $4,046-97.6% | $5,478-98.2% | $4,888-98.0% |