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 | $15,179 | $32,117-52.7% | $71,086-78.6% | $64,186-76.4% |
| Participation rate | 50.0% | 42.7%+7.3pp | 54.7%-4.7pp | 69.6%-19.6pp |
| Annual return | -8.21% | -5.57%-2.6pp | 650.59%-658.8pp | 7.63%-15.8pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,063 | $1,263-15.8% | $1,874-43.3% | $3,470-69.4% |
| Admin fee / account holder | $174 | $2,759-93.7% | $3,082-94.4% | $4,888-96.4% |