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 | $51,944 | $56,484-8.0% | $169,463-69.3% | $64,186-19.1% |
| Participation rate | 34.0% | 64.5%-30.5pp | 77.8%-43.7pp | 69.6%-35.5pp |
| Annual return | -5.35% | -1.55%-3.8pp | 1.83%-7.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,184 | $3,448-65.7% | $5,277-77.6% | $3,470-65.9% |
| Admin fee / account holder | $258 | $4,174-93.8% | $9,109-97.2% | $4,888-94.7% |