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 | $7,649 | $32,037-76.1% | $69,182-88.9% | $62,891-87.8% |
| Participation rate | 58.3% | 43.4%+14.9pp | 55.1%+3.2pp | 69.3%-11.0pp |
| Annual return | 29.66% | 15.16%+14.5pp | -21.93%+51.6pp | 20.14%+9.5pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,266 | $1,185+6.8% | $1,897-33.2% | $3,203-60.5% |
| Admin fee / account holder | $85 | $2,608-96.8% | $2,697-96.9% | $4,296-98.0% |