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 | $32,123 | $92,222-65.2% | $76,768-58.2% | $135,375-76.3% |
| Participation rate | 52.9% | 79.8%-26.8pp | 77.0%-24.0pp | 82.6%-29.7pp |
| Annual return | -8.11% | 5.46%-13.6pp | 2.43%-10.5pp | 519.73%-527.8pp |
| Employer contribution / active EE | $538 | $3,216-83.3% | $2,485-78.4% | $4,779-88.7% |
| Participant deferral / active EE | $2,366 | $4,509-47.5% | $3,852-38.6% | $5,609-57.8% |
| Admin fee / account holder | $98 | $10,748-99.1% | $6,675-98.5% | $10,827-99.1% |