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 | $66,235 | $85,790-22.8% | $67,313-1.6% | $135,375-51.1% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -7.93% | -0.54%-7.4pp | -4.08%-3.9pp | 519.73%-527.7pp |
| Employer contribution / active EE | $338 | $3,487-90.3% | $2,566-86.8% | $4,779-92.9% |
| Participant deferral / active EE | $1,842 | $4,651-60.4% | $3,568-48.4% | $5,609-67.2% |
| Admin fee / account holder | $42 | $6,392-99.4% | $4,507-99.1% | $10,827-99.6% |