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 | $84,717 | $62,586+35.4% | $76,768+10.4% | $64,186+32.0% |
| Participation rate | 43.8% | 72.8%-29.0pp | 77.0%-33.1pp | 69.6%-25.7pp |
| Annual return | -4.13% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,949 | $3,145-38.0% | $3,852-49.4% | $3,470-43.8% |
| Admin fee / account holder | $93 | $4,667-98.0% | $6,675-98.6% | $4,888-98.1% |