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 | $14,604 | $73,867-80.2% | $143,757-89.8% | $68,494-78.7% |
| Participation rate | 40.5% | 66.7%-26.1pp | 80.3%-39.8pp | 67.9%-27.3pp |
| Annual return | -17.70% | 1.01%-18.7pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,693 | $3,384-50.0% | $5,637-70.0% | $4,027-58.0% |
| Admin fee / account holder | $100 | $5,755-98.3% | $14,673-99.3% | $5,403-98.2% |