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 | $40,552 | $76,000-46.6% | $154,107-73.7% | $64,186-36.8% |
| Participation rate | 51.0% | 70.4%-19.4pp | 83.0%-32.0pp | 69.6%-18.5pp |
| Annual return | -3.61% | 30.32%-33.9pp | 735.12%-738.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,406 | $3,175-55.7% | $5,081-72.3% | $3,470-59.5% |
| Admin fee / account holder | $273 | $5,596-95.1% | $13,411-98.0% | $4,888-94.4% |