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 | $38,044 | $47,944-20.6% | $67,834-43.9% | $62,891-39.5% |
| Participation rate | 40.5% | 61.1%-20.5pp | 68.8%-28.3pp | 69.3%-28.8pp |
| Annual return | 10.12% | 11.77%-1.6pp | 138.47%-128.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,491 | $2,247-33.6% | $3,160-52.8% | $3,203-53.5% |
| Admin fee / account holder | $34 | $3,712-99.1% | $4,622-99.3% | $4,296-99.2% |