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 | $31,423 | $127,386-75.3% | $115,037-72.7% | $125,391-74.9% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -1.77% | 31.28%-33.0pp | 26.14%-27.9pp | 282.22%-284.0pp |
| Employer contribution / active EE | $708 | $5,166-86.3% | $4,608-84.6% | $4,866-85.4% |
| Participant deferral / active EE | $3,118 | $6,423-51.5% | $6,026-48.3% | $5,352-41.7% |
| Admin fee / account holder | $82 | $9,516-99.1% | $8,175-99.0% | $9,540-99.1% |