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 | $25,094 | $127,386-80.3% | $115,037-78.2% | $125,391-80.0% |
| Participation rate | 16.7% | 84.2%-67.5pp | 81.4%-64.7pp | 83.2%-66.5pp |
| Annual return | -1.97% | 31.28%-33.2pp | 26.14%-28.1pp | 282.22%-284.2pp |
| Employer contribution / active EE | $199 | $5,166-96.2% | $4,608-95.7% | $4,866-95.9% |
| Participant deferral / active EE | $1,971 | $6,423-69.3% | $6,026-67.3% | $5,352-63.2% |
| Admin fee / account holder | $251 | $9,516-97.4% | $8,175-96.9% | $9,540-97.4% |