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 | $78,531 | $73,867+6.3% | $143,757-45.4% | $68,494+14.7% |
| Participation rate | 18.2% | 66.7%-48.5pp | 80.3%-62.1pp | 67.9%-49.7pp |
| Annual return | 0.00% | 1.01%-1.0pp | -0.04%0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $306 | $3,184-90.4% | $4,951-93.8% | $2,596-88.2% |
| Participant deferral / active EE | $1,125 | $3,384-66.8% | $5,637-80.0% | $4,027-72.1% |
| Admin fee / account holder | $189 | $5,755-96.7% | $14,673-98.7% | $5,403-96.5% |