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 | $27,718 | $127,100-78.2% | $105,738-73.8% | $135,375-79.5% |
| Participation rate | 69.6% | 82.7%-13.1pp | 76.3%-6.8pp | 82.6%-13.1pp |
| Annual return | -7.31% | 4.49%-11.8pp | 6.27%-13.6pp | 519.73%-527.0pp |
| Employer contribution / active EE | $326 | $4,107-92.1% | $3,268-90.0% | $4,779-93.2% |
| Participant deferral / active EE | $1,404 | $5,064-72.3% | $4,080-65.6% | $5,609-75.0% |
| Admin fee / account holder | $265 | $9,087-97.1% | $6,913-96.2% | $10,827-97.5% |