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 | $12,744 | $45,863-72.2% | $77,024-83.5% | $68,494-81.4% |
| Participation rate | 33.3% | 55.9%-22.6pp | 67.9%-34.6pp | 67.9%-34.6pp |
| Annual return | -17.51% | 1.72%-19.2pp | 42.32%-59.8pp | -7.84%-9.7pp |
| Employer contribution / active EE | $188 | $1,650-88.6% | $2,812-93.3% | $2,596-92.8% |
| Participant deferral / active EE | $1,086 | $2,962-63.3% | $4,426-75.5% | $4,027-73.0% |
| Admin fee / account holder | $164 | $3,041-94.6% | $5,425-97.0% | $5,403-97.0% |