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 | $55,267 | $82,286-32.8% | $68,791-19.7% | $134,475-58.9% |
| Participation rate | 11.1% | 75.1%-64.0pp | 69.0%-57.9pp | 81.2%-70.1pp |
| Annual return | -17.06% | -2.19%-14.9pp | -6.38%-10.7pp | 417.96%-435.0pp |
| Employer contribution / active EE | $181 | $3,301-94.5% | $2,655-93.2% | $4,740-96.2% |
| Participant deferral / active EE | $1,214 | $4,739-74.4% | $3,941-69.2% | $6,400-81.0% |
| Admin fee / account holder | $20 | $6,481-99.7% | $4,932-99.6% | $11,426-99.8% |