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 | $15,237 | $82,286-81.5% | $68,791-77.9% | $134,475-88.7% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.0%-11.9pp | 81.2%-24.1pp |
| Annual return | -18.99% | -2.19%-16.8pp | -6.38%-12.6pp | 417.96%-437.0pp |
| Employer contribution / active EE | $475 | $3,301-85.6% | $2,655-82.1% | $4,740-90.0% |
| Participant deferral / active EE | $1,741 | $4,739-63.3% | $3,941-55.8% | $6,400-72.8% |
| Admin fee / account holder | $114 | $6,481-98.2% | $4,932-97.7% | $11,426-99.0% |