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 | $19,418 | $50,958-61.9% | $74,550-74.0% | $64,186-69.7% |
| Participation rate | 43.1% | 61.1%-17.9pp | 69.1%-26.0pp | 69.6%-26.4pp |
| Annual return | -4.65% | -1.86%-2.8pp | 32.53%-37.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,408 | $2,301-38.8% | $3,108-54.7% | $3,470-59.4% |
| Admin fee / account holder | $102 | $4,223-97.6% | $5,060-98.0% | $4,888-97.9% |