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 | $15,864 | $76,000-79.1% | $154,107-89.7% | $64,186-75.3% |
| Participation rate | 64.0% | 70.4%-6.4pp | 83.0%-19.0pp | 69.6%-5.6pp |
| Annual return | 0.63% | 30.32%-29.7pp | 735.12%-734.5pp | 7.63%-7.0pp |
| Employer contribution / active EE | $197 | $3,351-94.1% | $5,298-96.3% | $2,381-91.7% |
| Participant deferral / active EE | $1,565 | $3,175-50.7% | $5,081-69.2% | $3,470-54.9% |
| Admin fee / account holder | $148 | $5,596-97.4% | $13,411-98.9% | $4,888-97.0% |