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 | $47,792 | $33,067+44.5% | $76,523-37.5% | $56,287-15.1% |
| Participation rate | 22.2% | 55.4%-33.2pp | 68.0%-45.8pp | 69.9%-47.6pp |
| Annual return | -6.38% | 2.72%-9.1pp | -0.27%-6.1pp | -9.96%+3.6pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,003 | $2,240-55.2% | $3,835-73.8% | $3,350-70.1% |
| Admin fee / account holder | $188 | $537-64.9% | $4,848-96.1% | $521-63.9% |