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 | $42,892 | $77,976-45.0% | $81,367-47.3% | $125,391-65.8% |
| Participation rate | 50.0% | 83.3%-33.3pp | 82.3%-32.3pp | 83.2%-33.2pp |
| Annual return | 4.57% | -2.85%+7.4pp | -0.92%+5.5pp | 282.22%-277.7pp |
| Employer contribution / active EE | $814 | $4,366-81.4% | $3,930-79.3% | $4,866-83.3% |
| Participant deferral / active EE | $4,130 | $5,646-26.9% | $5,383-23.3% | $5,352-22.8% |
| Admin fee / account holder | $87 | $12,476-99.3% | $8,926-99.0% | $9,540-99.1% |