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 | $42,306 | $64,707-34.6% | $112,228-62.3% | $68,494-38.2% |
| Participation rate | 47.1% | 67.2%-20.1pp | 75.1%-28.0pp | 67.9%-20.8pp |
| Annual return | -16.87% | -11.40%-5.5pp | 27.45%-44.3pp | -7.84%-9.0pp |
| Employer contribution / active EE | $568 | $2,746-79.3% | $3,635-84.4% | $2,596-78.1% |
| Participant deferral / active EE | $1,522 | $3,565-57.3% | $4,728-67.8% | $4,027-62.2% |
| Admin fee / account holder | $103 | $5,232-98.0% | $6,410-98.4% | $5,403-98.1% |