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 | $37,521 | $97,044-61.3% | $83,333-55.0% | $135,375-72.3% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -4.64% | 12.31%-16.9pp | 10.63%-15.3pp | 519.73%-524.4pp |
| Employer contribution / active EE | $303 | $4,143-92.7% | $3,379-91.0% | $4,779-93.7% |
| Participant deferral / active EE | $2,604 | $5,964-56.3% | $5,565-53.2% | $5,609-53.6% |
| Admin fee / account holder | $194 | $8,380-97.7% | $7,510-97.4% | $10,827-98.2% |