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 | $29,625 | $167,307-82.3% | $143,757-79.4% | $134,475-78.0% |
| Participation rate | 65.2% | 84.8%-19.6pp | 80.3%-15.1pp | 81.2%-16.0pp |
| Annual return | -13.13% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $833 | $5,619-85.2% | $4,951-83.2% | $4,740-82.4% |
| Participant deferral / active EE | $2,291 | $6,446-64.5% | $5,637-59.4% | $6,400-64.2% |
| Admin fee / account holder | $240 | $18,088-98.7% | $14,673-98.4% | $11,426-97.9% |