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 | $14,025 | $43,327-67.6% | $59,878-76.6% | $64,186-78.1% |
| Participation rate | 17.9% | 69.2%-51.3pp | 74.7%-56.8pp | 69.6%-51.7pp |
| Annual return | -2.12% | -1.55%-0.6pp | 3.46%-5.6pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $882 | $2,546-65.4% | $3,402-74.1% | $3,470-74.6% |
| Admin fee / account holder | $230 | $3,005-92.3% | $3,590-93.6% | $4,888-95.3% |