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 | $31,703 | $56,277-43.7% | $80,975-60.8% | $62,891-49.6% |
| Participation rate | 48.3% | 69.0%-20.7pp | 75.8%-27.5pp | 69.3%-21.0pp |
| Annual return | 0.00% | 22.12%-22.1pp | 17.10%-17.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,192 | $4,195-0.1% | $5,696-26.4% | $3,203+30.9% |
| Admin fee / account holder | $119 | $3,741-96.8% | $5,516-97.8% | $4,296-97.2% |