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 | $15,314 | $97,044-84.2% | $83,333-81.6% | $135,375-88.7% |
| Participation rate | 64.3% | 80.4%-16.1pp | 77.8%-13.5pp | 82.6%-18.4pp |
| Annual return | -9.31% | 12.31%-21.6pp | 10.63%-19.9pp | 519.73%-529.0pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,371 | $5,964-9.9% | $5,565-3.5% | $5,609-4.2% |
| Admin fee / account holder | $266 | $8,380-96.8% | $7,510-96.5% | $10,827-97.5% |