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 | $41,921 | $92,703-54.8% | $82,719-49.3% | $134,475-68.8% |
| Participation rate | 52.6% | 75.2%-22.6pp | 72.6%-19.9pp | 81.2%-28.6pp |
| Annual return | -17.11% | 944.92%-962.0pp | 701.18%-718.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $234 | $3,274-92.9% | $3,009-92.2% | $4,740-95.1% |
| Participant deferral / active EE | $1,260 | $4,802-73.8% | $4,395-71.3% | $6,400-80.3% |
| Admin fee / account holder | $188 | $5,983-96.9% | $5,329-96.5% | $11,426-98.4% |