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 | $38,433 | $81,900-53.1% | $119,609-67.9% | $68,494-43.9% |
| Participation rate | 53.1% | 71.9%-18.8pp | 79.3%-26.1pp | 67.9%-14.8pp |
| Annual return | -14.80% | -23.82%+9.0pp | -14.97%+0.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,789 | $4,148+15.5% | $5,602-14.5% | $4,027+18.9% |
| Admin fee / account holder | $117 | $6,582-98.2% | $10,323-98.9% | $5,403-97.8% |