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 | $47,252 | $54,726-13.7% | $68,793-31.3% | $64,186-26.4% |
| Participation rate | 33.3% | 68.0%-34.7pp | 72.2%-38.9pp | 69.6%-36.2pp |
| Annual return | -2.48% | -1.62%-0.9pp | -4.63%+2.1pp | 7.63%-10.1pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,066 | $2,626-21.3% | $3,311-37.6% | $3,470-40.4% |
| Admin fee / account holder | $0 | $4,027-100.0% | $5,131-100.0% | $4,888-100.0% |