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 6-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 | $22,305 | $152,509-85.4% | $117,472-81.0% | $134,475-83.4% |
| Participation rate | 14.3% | 77.1%-62.8pp | 70.6%-56.3pp | 81.2%-66.9pp |
| Annual return | -19.06% | 52.99%-72.1pp | 29.74%-48.8pp | 417.96%-437.0pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $908 | $4,818-81.2% | $4,070-77.7% | $6,400-85.8% |
| Admin fee / account holder | $268 | $7,004-96.2% | $5,645-95.3% | $11,426-97.7% |