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 | $63,415 | $71,883-11.8% | $86,677-26.8% | $68,494-7.4% |
| Participation rate | 59.8% | 72.2%-12.5pp | 76.6%-16.8pp | 67.9%-8.1pp |
| Annual return | -17.14% | 3.52%-20.7pp | 35.91%-53.0pp | -7.84%-9.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,435 | $3,779+123.2% | $4,656+81.2% | $4,027+109.4% |
| Admin fee / account holder | $275 | $6,112-95.5% | $7,493-96.3% | $5,403-94.9% |