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 | $45,760 | $95,193-51.9% | $76,523-40.2% | $135,375-66.2% |
| Participation rate | 40.0% | 74.4%-34.4pp | 68.0%-28.0pp | 82.6%-42.6pp |
| Annual return | -4.08% | 4.85%-8.9pp | -0.27%-3.8pp | 519.73%-523.8pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,836 | $4,639-60.4% | $3,835-52.1% | $5,609-67.3% |
| Admin fee / account holder | $258 | $6,249-95.9% | $4,848-94.7% | $10,827-97.6% |