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 | $24,607 | $85,790-71.3% | $67,313-63.4% | $135,375-81.8% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -4.53% | -0.54%-4.0pp | -4.08%-0.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,770 | $4,651-40.4% | $3,568-22.4% | $5,609-50.6% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |