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 | $20,506 | $86,699-76.3% | $73,307-72.0% | $125,391-83.6% |
| Participation rate | 55.6% | 78.6%-23.1pp | 74.9%-19.4pp | 83.2%-27.6pp |
| Annual return | -2.51% | 2.78%-5.3pp | 5.67%-8.2pp | 282.22%-284.7pp |
| Employer contribution / active EE | $178 | $4,152-95.7% | $3,237-94.5% | $4,866-96.3% |
| Participant deferral / active EE | $5,352 | $5,550-3.6% | $4,991+7.2% | $5,3520% |
| Admin fee / account holder | $26 | $7,771-99.7% | $5,637-99.5% | $9,540-99.7% |