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 | $63,975 | $113,935-43.8% | $94,224-32.1% | $125,391-49.0% |
| Participation rate | 53.8% | 82.9%-29.0pp | 78.8%-24.9pp | 83.2%-29.3pp |
| Annual return | -1.85% | 5.29%-7.1pp | 10.68%-12.5pp | 282.22%-284.1pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,884 | $5,179-63.6% | $4,320-56.4% | $5,352-64.8% |
| Admin fee / account holder | $148 | $8,391-98.2% | $6,269-97.6% | $9,540-98.4% |