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 | $33,560 | $73,867-54.6% | $143,757-76.7% | $68,494-51.0% |
| Participation rate | 29.5% | 66.7%-37.1pp | 80.3%-50.8pp | 67.9%-38.4pp |
| Annual return | -10.52% | 1.01%-11.5pp | -0.04%-10.5pp | -7.84%-2.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,020 | $3,384-69.9% | $5,637-81.9% | $4,027-74.7% |
| Admin fee / account holder | -$441 | $5,755-107.7% | $14,673-103.0% | $5,403-108.2% |