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 | $47,973 | $73,867-35.1% | $143,757-66.6% | $68,494-30.0% |
| Participation rate | 44.0% | 66.7%-22.7pp | 80.3%-36.3pp | 67.9%-23.9pp |
| Annual return | -11.20% | 1.01%-12.2pp | -0.04%-11.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $339 | $3,184-89.4% | $4,951-93.2% | $2,596-87.0% |
| Participant deferral / active EE | $988 | $3,384-70.8% | $5,637-82.5% | $4,027-75.5% |
| Admin fee / account holder | $11 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |