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 | $25,637 | $42,383-39.5% | $76,523-66.5% | $64,186-60.1% |
| Participation rate | 43.2% | 58.1%-14.9pp | 68.0%-24.8pp | 69.6%-26.3pp |
| Annual return | -6.94% | -16.54%+9.6pp | -0.27%-6.7pp | 7.63%-14.6pp |
| Employer contribution / active EE | $208 | $1,563-86.7% | $2,647-92.1% | $2,381-91.3% |
| Participant deferral / active EE | $1,075 | $2,566-58.1% | $3,835-72.0% | $3,470-69.0% |
| Admin fee / account holder | $77 | $3,198-97.6% | $4,848-98.4% | $4,888-98.4% |