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 | $37,466 | $95,862-60.9% | $79,550-52.9% | $134,475-72.1% |
| Participation rate | 47.1% | 75.0%-28.0pp | 69.5%-22.4pp | 81.2%-34.2pp |
| Annual return | -15.03% | -2.69%-12.3pp | 0.16%-15.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $406 | $3,128-87.0% | $2,413-83.2% | $4,740-91.4% |
| Participant deferral / active EE | $1,755 | $4,693-62.6% | $3,985-56.0% | $6,400-72.6% |
| Admin fee / account holder | $226 | $9,126-97.5% | $6,832-96.7% | $11,426-98.0% |