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 | $40,236 | $95,862-58.0% | $79,550-49.4% | $134,475-70.1% |
| Participation rate | 41.2% | 75.0%-33.9pp | 69.5%-28.3pp | 81.2%-40.0pp |
| Annual return | -19.11% | -2.69%-16.4pp | 0.16%-19.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $480 | $3,128-84.6% | $2,413-80.1% | $4,740-89.9% |
| Participant deferral / active EE | $2,269 | $4,693-51.7% | $3,985-43.1% | $6,400-64.6% |
| Admin fee / account holder | $37 | $9,126-99.6% | $6,832-99.5% | $11,426-99.7% |