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 | $52,328 | $76,000-31.1% | $154,107-66.0% | $64,186-18.5% |
| Participation rate | 68.3% | 70.4%-2.1pp | 83.0%-14.7pp | 69.6%-1.3pp |
| Annual return | -7.38% | 30.32%-37.7pp | 735.12%-742.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,787 | $3,175+50.8% | $5,081-5.8% | $3,470+38.0% |
| Admin fee / account holder | $16 | $5,596-99.7% | $13,411-99.9% | $4,888-99.7% |