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 | $19,600 | $73,867-73.5% | $143,757-86.4% | $68,494-71.4% |
| Participation rate | 47.1% | 66.7%-19.6pp | 80.3%-33.2pp | 67.9%-20.8pp |
| Annual return | -15.61% | 1.01%-16.6pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,300 | $3,384-2.5% | $5,637-41.5% | $4,027-18.1% |
| Admin fee / account holder | $6 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |