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 | $14,347 | $76,000-81.1% | $154,107-90.7% | $64,186-77.6% |
| Participation rate | 60.0% | 70.4%-10.4pp | 83.0%-23.0pp | 69.6%-9.6pp |
| Annual return | -7.82% | 30.32%-38.1pp | 735.12%-742.9pp | 7.63%-15.5pp |
| Employer contribution / active EE | $230 | $3,351-93.1% | $5,298-95.7% | $2,381-90.3% |
| Participant deferral / active EE | $2,055 | $3,175-35.3% | $5,081-59.6% | $3,470-40.8% |
| Admin fee / account holder | $95 | $5,596-98.3% | $13,411-99.3% | $4,888-98.1% |