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 | $34,833 | $81,840-57.4% | $63,412-45.1% | $125,391-72.2% |
| Participation rate | 34.8% | 73.0%-38.3pp | 67.1%-32.3pp | 83.2%-48.4pp |
| Annual return | -0.65% | -0.10%-0.6pp | 4.04%-4.7pp | 282.22%-282.9pp |
| Employer contribution / active EE | $0 | $2,377-100.0% | $1,814-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $999 | $3,064-67.4% | $2,496-60.0% | $5,352-81.3% |
| Admin fee / account holder | $129 | $4,951-97.4% | $3,753-96.6% | $9,540-98.7% |