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 | $52,127 | $53,596-2.7% | $90,645-42.5% | $64,186-18.8% |
| Participation rate | 31.7% | 64.5%-32.8pp | 74.0%-42.3pp | 69.6%-37.9pp |
| Annual return | -4.99% | 4.41%-9.4pp | 1.88%-6.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,566 | $2,459-36.3% | $3,425-54.3% | $3,470-54.9% |
| Admin fee / account holder | $255 | $3,868-93.4% | $4,994-94.9% | $4,888-94.8% |