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 | $43,621 | $95,862-54.5% | $79,550-45.2% | $134,475-67.6% |
| Participation rate | 21.4% | 75.0%-53.6pp | 69.5%-48.1pp | 81.2%-59.8pp |
| Annual return | -18.10% | -2.69%-15.4pp | 0.16%-18.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $194 | $3,128-93.8% | $2,413-91.9% | $4,740-95.9% |
| Participant deferral / active EE | $2,893 | $4,693-38.4% | $3,985-27.4% | $6,400-54.8% |
| Admin fee / account holder | $180 | $9,126-98.0% | $6,832-97.4% | $11,426-98.4% |