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 | $48,991 | $82,664-40.7% | $125,339-60.9% | $68,494-28.5% |
| Participation rate | 51.9% | 75.0%-23.2pp | 82.4%-30.5pp | 67.9%-16.0pp |
| Annual return | -15.74% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $544 | $3,381-83.9% | $4,814-88.7% | $2,596-79.1% |
| Participant deferral / active EE | $2,907 | $6,110-52.4% | $7,446-61.0% | $4,027-27.8% |
| Admin fee / account holder | $27 | $6,275-99.6% | $10,010-99.7% | $5,403-99.5% |