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 9-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 | $79,744 | $79,557+0.2% | $118,746-32.8% | $70,131+13.7% |
| Participation rate | 59.0% | 71.4%-12.4pp | 78.3%-19.3pp | 69.5%-10.6pp |
| Annual return | 0.00% | 25.64%-25.6pp | 24.54%-24.5pp | 73.14%-73.1pp |
| Employer contribution / active EE | $496 | $2,861-82.7% | $4,193-88.2% | $2,342-78.8% |
| Participant deferral / active EE | $1,757 | $4,089-57.0% | $5,332-67.1% | $3,332-47.3% |
| Admin fee / account holder | $262 | $5,374-95.1% | $10,720-97.6% | $4,645-94.4% |