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 | $18,400 | $103,949-82.3% | $69,182-73.4% | $273,961-93.3% |
| Participation rate | 45.0% | 67.4%-22.4pp | 55.1%-10.1pp | 83.0%-38.0pp |
| Annual return | 4.90% | 35.28%-30.4pp | -21.93%+26.8pp | 41.45%-36.6pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $1,206-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $462 | $2,716-83.0% | $1,897-75.6% | $5,287-91.3% |
| Admin fee / account holder | $97 | $3,671-97.4% | $2,697-96.4% | $10,132-99.0% |