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 | $40,462 | $77,813-48.0% | $123,544-67.2% | $64,186-37.0% |
| Participation rate | 68.0% | 74.7%-6.7pp | 82.3%-14.3pp | 69.6%-1.6pp |
| Annual return | -7.80% | 12.48%-20.3pp | 119.20%-127.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $336 | $3,014-88.9% | $4,628-92.7% | $2,381-85.9% |
| Participant deferral / active EE | $2,415 | $5,240-53.9% | $6,426-62.4% | $3,470-30.4% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |