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 | $16,764 | $43,327-61.3% | $59,878-72.0% | $64,186-73.9% |
| Participation rate | 58.6% | 69.2%-10.5pp | 74.7%-16.1pp | 69.6%-10.9pp |
| Annual return | 7.89% | -1.55%+9.4pp | 3.46%+4.4pp | 7.63%+0.3pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $879 | $2,546-65.5% | $3,402-74.2% | $3,470-74.7% |
| Admin fee / account holder | $236 | $3,005-92.1% | $3,590-93.4% | $4,888-95.2% |