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 | $35,669 | $158,817-77.5% | $121,196-70.6% | $135,375-73.7% |
| Participation rate | 21.1% | 79.3%-58.2pp | 71.7%-50.7pp | 82.6%-61.6pp |
| Annual return | -2.77% | -0.64%-2.1pp | 16.93%-19.7pp | 519.73%-522.5pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,611 | $4,005-34.8% | $3,344-21.9% | $5,609-53.5% |
| Admin fee / account holder | $14 | $6,512-99.8% | $5,019-99.7% | $10,827-99.9% |