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 | $47,182 | $57,354-17.7% | $83,848-43.7% | $64,186-26.5% |
| Participation rate | 37.1% | 68.6%-31.5pp | 76.1%-39.0pp | 69.6%-32.4pp |
| Annual return | -7.06% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,055 | $2,993-31.4% | $4,082-49.7% | $3,470-40.8% |
| Admin fee / account holder | $16 | $4,046-99.6% | $5,478-99.7% | $4,888-99.7% |