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 8-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 | $68,013 | $77,813-12.6% | $123,544-44.9% | $64,186+6.0% |
| Participation rate | 62.8% | 74.7%-11.9pp | 82.3%-19.5pp | 69.6%-6.8pp |
| Annual return | -5.36% | 12.48%-17.8pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,499 | $5,240-14.1% | $6,426-30.0% | $3,470+29.7% |
| Admin fee / account holder | $77 | $5,519-98.6% | $9,284-99.2% | $4,888-98.4% |