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 | $53,384 | $97,881-45.5% | $80,004-33.3% | $125,391-57.4% |
| Participation rate | 52.4% | 77.9%-25.5pp | 73.0%-20.6pp | 83.2%-30.8pp |
| Annual return | -0.13% | 9.36%-9.5pp | 7.63%-7.8pp | 282.22%-282.4pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,757 | $3,744-53.1% | $3,204-45.1% | $5,352-67.2% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,540-100.0% |