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 | $46,731 | $211,958-78.0% | $169,463-72.4% | $135,375-65.5% |
| Participation rate | 52.9% | 82.6%-29.7pp | 77.8%-24.8pp | 82.6%-29.7pp |
| Annual return | -7.41% | 3.26%-10.7pp | 1.83%-9.2pp | 519.73%-527.1pp |
| Employer contribution / active EE | $372 | $5,120-92.7% | $4,159-91.0% | $4,779-92.2% |
| Participant deferral / active EE | $1,219 | $6,075-79.9% | $5,277-76.9% | $5,609-78.3% |
| Admin fee / account holder | $120 | $11,471-99.0% | $9,109-98.7% | $10,827-98.9% |