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 | $58,402 | $71,480-18.3% | $90,782-35.7% | $64,186-9.0% |
| Participation rate | 55.6% | 77.6%-22.0pp | 82.7%-27.1pp | 69.6%-14.0pp |
| Annual return | -5.64% | -4.25%-1.4pp | -3.42%-2.2pp | 7.63%-13.3pp |
| Employer contribution / active EE | $275 | $3,415-91.9% | $4,105-93.3% | $2,381-88.4% |
| Participant deferral / active EE | $3,052 | $4,302-29.1% | $5,366-43.1% | $3,470-12.0% |
| Admin fee / account holder | $288 | $6,309-95.4% | $5,908-95.1% | $4,888-94.1% |