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 7-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 | $87,798 | $27,641+217.6% | $61,373+43.1% | $68,494+28.2% |
| Participation rate | 13.6% | 39.5%-25.9pp | 52.6%-38.9pp | 67.9%-54.3pp |
| Annual return | -16.05% | -13.24%-2.8pp | 338.61%-354.7pp | -7.84%-8.2pp |
| Employer contribution / active EE | $53 | $695-92.4% | $1,159-95.4% | $2,596-98.0% |
| Participant deferral / active EE | $276 | $1,263-78.1% | $2,125-87.0% | $4,027-93.1% |
| Admin fee / account holder | $239 | $2,010-88.1% | $2,130-88.8% | $5,403-95.6% |