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 | $32,389 | $49,177-34.1% | $79,464-59.2% | $64,186-49.5% |
| Participation rate | 37.5% | 65.0%-27.5pp | 73.3%-35.8pp | 69.6%-32.1pp |
| Annual return | -4.69% | -1.16%-3.5pp | 718.14%-722.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $95 | $2,076-95.4% | $2,800-96.6% | $2,381-96.0% |
| Participant deferral / active EE | $978 | $2,821-65.3% | $3,704-73.6% | $3,470-71.8% |
| Admin fee / account holder | $106 | $3,839-97.3% | $5,113-97.9% | $4,888-97.8% |