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 | $21,597 | $54,726-60.5% | $68,793-68.6% | $64,186-66.4% |
| Participation rate | 35.6% | 68.0%-32.5pp | 72.2%-36.7pp | 69.6%-34.0pp |
| Annual return | -6.30% | -1.62%-4.7pp | -4.63%-1.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $120 | $1,846-93.5% | $2,625-95.4% | $2,381-94.9% |
| Participant deferral / active EE | $1,115 | $2,626-57.6% | $3,311-66.3% | $3,470-67.9% |
| Admin fee / account holder | $22 | $4,027-99.5% | $5,131-99.6% | $4,888-99.5% |