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 | $74,001 | $94,529-21.7% | $140,016-47.1% | $64,186+15.3% |
| Participation rate | 67.2% | 84.1%-16.9pp | 87.5%-20.3pp | 69.6%-2.4pp |
| Annual return | -3.89% | 7.77%-11.7pp | 651.12%-655.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,116 | $3,812-70.7% | $5,606-80.1% | $2,381-53.1% |
| Participant deferral / active EE | $2,533 | $5,250-51.8% | $6,927-63.4% | $3,470-27.0% |
| Admin fee / account holder | $18 | $6,741-99.7% | $10,705-99.8% | $4,888-99.6% |