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 | $31,066 | $45,863-32.3% | $77,024-59.7% | $68,494-54.6% |
| Participation rate | 14.5% | 55.9%-41.5pp | 67.9%-53.4pp | 67.9%-53.4pp |
| Annual return | -19.76% | 1.72%-21.5pp | 42.32%-62.1pp | -7.84%-11.9pp |
| Employer contribution / active EE | $244 | $1,650-85.2% | $2,812-91.3% | $2,596-90.6% |
| Participant deferral / active EE | $952 | $2,962-67.9% | $4,426-78.5% | $4,027-76.4% |
| Admin fee / account holder | $222 | $3,041-92.7% | $5,425-95.9% | $5,403-95.9% |