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 | $43,224 | $75,828-43.0% | $147,614-70.7% | $59,632-27.5% |
| Participation rate | 15.4% | 71.6%-56.2pp | 84.6%-69.2pp | 68.7%-53.3pp |
| Annual return | -1.28% | 0.37%-1.7pp | 61.98%-63.3pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,056 | $3,130-66.3% | $4,895-78.4% | $3,192-66.9% |
| Admin fee / account holder | $101 | $5,985-98.3% | $11,611-99.1% | $4,297-97.7% |