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 | $45,536 | $54,350-16.2% | $82,719-45.0% | $68,494-33.5% |
| Participation rate | 57.9% | 63.9%-6.0pp | 72.6%-14.7pp | 67.9%-10.0pp |
| Annual return | -17.56% | -13.67%-3.9pp | 701.18%-718.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,646 | $3,246-49.3% | $4,395-62.5% | $4,027-59.1% |
| Admin fee / account holder | $184 | $4,395-95.8% | $5,329-96.5% | $5,403-96.6% |