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 7-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 | $31,115 | $63,355-50.9% | $91,989-66.2% | $72,985-57.4% |
| Participation rate | 50.0% | 72.5%-22.5pp | 78.6%-28.6pp | 69.5%-19.5pp |
| Annual return | 0.00% | 35.35%-35.3pp | 69.02%-69.0pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,266 | $4,883-33.1% | $5,923-44.9% | $3,607-9.5% |
| Admin fee / account holder | $68 | $4,668-98.5% | $7,743-99.1% | $5,124-98.7% |