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 | $65,390 | $85,790-23.8% | $67,313-2.9% | $135,375-51.7% |
| Participation rate | 63.6% | 76.5%-12.8pp | 69.1%-5.4pp | 82.6%-19.0pp |
| Annual return | -4.58% | -0.54%-4.0pp | -4.08%-0.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $341 | $3,487-90.2% | $2,566-86.7% | $4,779-92.9% |
| Participant deferral / active EE | $2,336 | $4,651-49.8% | $3,568-34.5% | $5,609-58.4% |
| Admin fee / account holder | $73 | $6,392-98.9% | $4,507-98.4% | $10,827-99.3% |