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 | $46,892 | $73,004-35.8% | $90,749-48.3% | $68,494-31.5% |
| Participation rate | 62.7% | 70.8%-8.1pp | 75.7%-13.0pp | 67.9%-5.2pp |
| Annual return | -14.51% | -13.81%-0.7pp | -12.16%-2.3pp | -7.84%-6.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,847 | $3,627-49.1% | $4,564-59.5% | $4,027-54.1% |
| Admin fee / account holder | $8 | $5,896-99.9% | $8,445-99.9% | $5,403-99.9% |