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 | $41,694 | $83,908-50.3% | $68,509-39.1% | $125,391-66.7% |
| Participation rate | 52.2% | 78.2%-26.0pp | 74.7%-22.6pp | 83.2%-31.0pp |
| Annual return | -0.49% | 14.48%-15.0pp | 8.27%-8.8pp | 282.22%-282.7pp |
| Employer contribution / active EE | $190 | $3,031-93.7% | $2,278-91.7% | $4,866-96.1% |
| Participant deferral / active EE | $1,638 | $4,125-60.3% | $3,382-51.6% | $5,352-69.4% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |