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 | $25,357 | $72,177-64.9% | $115,037-78.0% | $59,632-57.5% |
| Participation rate | 47.5% | 72.6%-25.1pp | 81.4%-33.9pp | 68.7%-21.2pp |
| Annual return | 0.30% | 12.02%-11.7pp | 26.14%-25.8pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $401 | $2,841-85.9% | $4,608-91.3% | $2,203-81.8% |
| Participant deferral / active EE | $2,407 | $4,783-49.7% | $6,026-60.1% | $3,192-24.6% |
| Admin fee / account holder | $192 | $4,927-96.1% | $8,175-97.7% | $4,297-95.5% |