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 | $39,793 | $77,813-48.9% | $123,544-67.8% | $64,186-38.0% |
| Participation rate | 28.1% | 74.7%-46.6pp | 82.3%-54.2pp | 69.6%-41.4pp |
| Annual return | -8.00% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,063 | $5,240-41.5% | $6,426-52.3% | $3,470-11.7% |
| Admin fee / account holder | $85 | $5,519-98.5% | $9,284-99.1% | $4,888-98.3% |