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 | $12,557 | $82,286-84.7% | $68,791-81.7% | $134,475-90.7% |
| Participation rate | 53.3% | 75.1%-21.7pp | 69.0%-15.7pp | 81.2%-27.9pp |
| Annual return | -19.64% | -2.19%-17.4pp | -6.38%-13.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $466 | $3,301-85.9% | $2,655-82.5% | $4,740-90.2% |
| Participant deferral / active EE | $2,331 | $4,739-50.8% | $3,941-40.9% | $6,400-63.6% |
| Admin fee / account holder | $185 | $6,481-97.1% | $4,932-96.2% | $11,426-98.4% |