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 | $36,259 | $127,100-71.5% | $105,738-65.7% | $135,375-73.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 76.3%-26.3pp | 82.6%-32.6pp |
| Annual return | -6.60% | 4.49%-11.1pp | 6.27%-12.9pp | 519.73%-526.3pp |
| Employer contribution / active EE | $276 | $4,107-93.3% | $3,268-91.6% | $4,779-94.2% |
| Participant deferral / active EE | $1,367 | $5,064-73.0% | $4,080-66.5% | $5,609-75.6% |
| Admin fee / account holder | $3 | $9,087-100.0% | $6,913-100.0% | $10,827-100.0% |