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 9-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 | $49,993 | $86,699-42.3% | $73,307-31.8% | $125,391-60.1% |
| Participation rate | 46.7% | 78.6%-32.0pp | 74.9%-28.2pp | 83.2%-36.5pp |
| Annual return | 1.36% | 2.78%-1.4pp | 5.67%-4.3pp | 282.22%-280.9pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,449 | $5,550+16.2% | $4,991+29.2% | $5,352+20.5% |
| Admin fee / account holder | $114 | $7,771-98.5% | $5,637-98.0% | $9,540-98.8% |