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 | $47,806 | $82,286-41.9% | $68,791-30.5% | $134,475-64.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -15.59% | -2.19%-13.4pp | -6.38%-9.2pp | 417.96%-433.6pp |
| Employer contribution / active EE | $102 | $3,301-96.9% | $2,655-96.2% | $4,740-97.8% |
| Participant deferral / active EE | $2,468 | $4,739-47.9% | $3,941-37.4% | $6,400-61.4% |
| Admin fee / account holder | $226 | $6,481-96.5% | $4,932-95.4% | $11,426-98.0% |