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 | $34,881 | $167,307-79.2% | $143,757-75.7% | $134,475-74.1% |
| Participation rate | 41.7% | 84.8%-43.1pp | 80.3%-38.6pp | 81.2%-39.6pp |
| Annual return | -18.82% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $817 | $5,619-85.5% | $4,951-83.5% | $4,740-82.8% |
| Participant deferral / active EE | $2,715 | $6,446-57.9% | $5,637-51.8% | $6,400-57.6% |
| Admin fee / account holder | $168 | $18,088-99.1% | $14,673-98.9% | $11,426-98.5% |