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 | $17,447 | $54,350-67.9% | $82,719-78.9% | $68,494-74.5% |
| Participation rate | 16.7% | 63.9%-47.3pp | 72.6%-55.9pp | 67.9%-51.2pp |
| Annual return | -18.08% | -13.67%-4.4pp | 701.18%-719.3pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,340 | $3,246-58.7% | $4,395-69.5% | $4,027-66.7% |
| Admin fee / account holder | $84 | $4,395-98.1% | $5,329-98.4% | $5,403-98.4% |