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 | $24,945 | $142,344-82.5% | $119,609-79.1% | $134,475-81.4% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.3%-10.0pp | 81.2%-12.0pp |
| Annual return | -16.31% | -12.44%-3.9pp | -14.97%-1.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $966 | $5,222-81.5% | $4,232-77.2% | $4,740-79.6% |
| Participant deferral / active EE | $4,096 | $6,469-36.7% | $5,602-26.9% | $6,400-36.0% |
| Admin fee / account holder | $48 | $13,584-99.6% | $10,323-99.5% | $11,426-99.6% |