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 | $26,165 | $197,825-86.8% | $155,790-83.2% | $125,391-79.1% |
| Participation rate | 45.5% | 82.1%-36.6pp | 76.1%-30.6pp | 83.2%-37.7pp |
| Annual return | 0.81% | 86.74%-85.9pp | 71.54%-70.7pp | 282.22%-281.4pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,127 | $5,630-80.0% | $4,797-76.5% | $5,352-78.9% |
| Admin fee / account holder | $102 | $9,545-98.9% | $7,478-98.6% | $9,540-98.9% |