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 | $20,507 | $48,265-57.5% | $68,791-70.2% | $68,494-70.1% |
| Participation rate | 65.4% | 60.7%+4.7pp | 69.0%-3.6pp | 67.9%-2.5pp |
| Annual return | -18.92% | -12.71%-6.2pp | -6.38%-12.5pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,788 | $2,867-37.6% | $3,941-54.6% | $4,027-55.6% |
| Admin fee / account holder | $121 | $4,355-97.2% | $4,932-97.5% | $5,403-97.8% |