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 | $30,490 | $82,664-63.1% | $125,339-75.7% | $68,494-55.5% |
| Participation rate | 61.9% | 75.0%-13.1pp | 82.4%-20.5pp | 67.9%-6.0pp |
| Annual return | 6.03% | -5.97%+12.0pp | 572.05%-566.0pp | -7.84%+13.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,404 | $6,110-44.3% | $7,446-54.3% | $4,027-15.5% |
| Admin fee / account holder | $182 | $6,275-97.1% | $10,010-98.2% | $5,403-96.6% |