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 6-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 | $18,590 | $152,509-87.8% | $117,472-84.2% | $134,475-86.2% |
| Participation rate | 35.7% | 77.1%-41.4pp | 70.6%-34.9pp | 81.2%-45.5pp |
| Annual return | -1.03% | 52.99%-54.0pp | 29.74%-30.8pp | 417.96%-419.0pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,319 | $4,818-51.9% | $4,070-43.0% | $6,400-63.8% |
| Admin fee / account holder | $186 | $7,004-97.3% | $5,645-96.7% | $11,426-98.4% |