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 | $36,177 | $52,836-31.5% | $105,738-65.8% | $64,186-43.6% |
| Participation rate | 28.0% | 66.5%-38.5pp | 76.3%-48.3pp | 69.6%-41.6pp |
| Annual return | -6.30% | 14.30%-20.6pp | 6.27%-12.6pp | 7.63%-13.9pp |
| Employer contribution / active EE | $385 | $1,827-78.9% | $3,268-88.2% | $2,381-83.8% |
| Participant deferral / active EE | $1,082 | $2,545-57.5% | $4,080-73.5% | $3,470-68.8% |
| Admin fee / account holder | $21 | $3,959-99.5% | $6,913-99.7% | $4,888-99.6% |