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 | $12,204 | $73,867-83.5% | $143,757-91.5% | $68,494-82.2% |
| Participation rate | 67.4% | 66.7%+0.7pp | 80.3%-12.9pp | 67.9%-0.5pp |
| Annual return | -17.83% | 1.01%-18.8pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,678 | $3,384-50.4% | $5,637-70.2% | $4,027-58.3% |
| Admin fee / account holder | $47 | $5,755-99.2% | $14,673-99.7% | $5,403-99.1% |