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 | $11,795 | $93,024-87.3% | $77,024-84.7% | $134,475-91.2% |
| Participation rate | 53.3% | 74.5%-21.1pp | 67.9%-14.6pp | 81.2%-27.9pp |
| Annual return | -18.64% | 62.60%-81.2pp | 42.32%-61.0pp | 417.96%-436.6pp |
| Employer contribution / active EE | $319 | $3,418-90.7% | $2,812-88.7% | $4,740-93.3% |
| Participant deferral / active EE | $1,451 | $5,238-72.3% | $4,426-67.2% | $6,400-77.3% |
| Admin fee / account holder | $122 | $6,944-98.2% | $5,425-97.8% | $11,426-98.9% |