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 | $13,998 | $43,327-67.7% | $59,878-76.6% | $64,186-78.2% |
| Participation rate | 68.9% | 69.2%-0.3pp | 74.7%-5.8pp | 69.6%-0.7pp |
| Annual return | 8.66% | -1.55%+10.2pp | 3.46%+5.2pp | 7.63%+1.0pp |
| Employer contribution / active EE | $42 | $2,028-97.9% | $2,722-98.4% | $2,381-98.2% |
| Participant deferral / active EE | $1,477 | $2,546-42.0% | $3,402-56.6% | $3,470-57.4% |
| Admin fee / account holder | $175 | $3,005-94.2% | $3,590-95.1% | $4,888-96.4% |