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 9-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 | $18,707 | $90,320-79.3% | $59,496-68.6% | $125,391-85.1% |
| Participation rate | 66.7% | 68.3%-1.6pp | 54.6%+12.1pp | 83.2%-16.5pp |
| Annual return | -2.83% | 369.13%-372.0pp | 182.05%-184.9pp | 282.22%-285.1pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $672 | $2,716-75.3% | $1,829-63.3% | $5,352-87.4% |
| Admin fee / account holder | $169 | $3,063-94.5% | $2,232-92.4% | $9,540-98.2% |