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 | $69,638 | $65,082+7.0% | $81,367-14.4% | $59,632+16.8% |
| Participation rate | 37.9% | 76.0%-38.0pp | 82.3%-44.4pp | 68.7%-30.7pp |
| Annual return | -0.47% | 1.16%-1.6pp | -0.92%+0.4pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $470 | $2,934-84.0% | $3,930-88.0% | $2,203-78.7% |
| Participant deferral / active EE | $3,876 | $4,083-5.1% | $5,383-28.0% | $3,192+21.4% |
| Admin fee / account holder | $3 | $7,582-100.0% | $8,926-100.0% | $4,297-99.9% |