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 7-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 | $31,595 | $52,836-40.2% | $105,738-70.1% | $64,186-50.8% |
| Participation rate | 37.1% | 66.5%-29.4pp | 76.3%-39.2pp | 69.6%-32.4pp |
| Annual return | -5.54% | 14.30%-19.8pp | 6.27%-11.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,922 | $2,545-24.5% | $4,080-52.9% | $3,470-44.6% |
| Admin fee / account holder | $289 | $3,959-92.7% | $6,913-95.8% | $4,888-94.1% |