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 | $39,228 | $87,540-55.2% | $75,781-48.2% | $125,391-68.7% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | 0.58% | 13.48%-12.9pp | 9.68%-9.1pp | 282.22%-281.6pp |
| Employer contribution / active EE | $75 | $3,930-98.1% | $3,323-97.7% | $4,866-98.4% |
| Participant deferral / active EE | $1,051 | $4,229-75.2% | $3,651-71.2% | $5,352-80.4% |
| Admin fee / account holder | $44 | $6,502-99.3% | $5,299-99.2% | $9,540-99.5% |