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 | $41,409 | $72,388-42.8% | $111,392-62.8% | $64,186-35.5% |
| Participation rate | 37.5% | 70.5%-33.0pp | 78.9%-41.4pp | 69.6%-32.1pp |
| Annual return | -3.67% | -1.50%-2.2pp | -2.06%-1.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $537 | $3,000-82.1% | $4,328-87.6% | $2,381-77.4% |
| Participant deferral / active EE | $1,650 | $4,241-61.1% | $5,567-70.4% | $3,470-52.4% |
| Admin fee / account holder | $0 | $5,719-100.0% | $12,266-100.0% | $4,888-100.0% |