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 | $36,271 | $85,790-57.7% | $67,313-46.1% | $135,375-73.2% |
| Participation rate | 38.9% | 76.5%-37.6pp | 69.1%-30.2pp | 82.6%-43.8pp |
| Annual return | -3.64% | -0.54%-3.1pp | -4.08%+0.4pp | 519.73%-523.4pp |
| Employer contribution / active EE | $395 | $3,487-88.7% | $2,566-84.6% | $4,779-91.7% |
| Participant deferral / active EE | $1,725 | $4,651-62.9% | $3,568-51.7% | $5,609-69.2% |
| Admin fee / account holder | $154 | $6,392-97.6% | $4,507-96.6% | $10,827-98.6% |