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 8-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 | $46,703 | $105,860-55.9% | $90,749-48.5% | $134,475-65.3% |
| Participation rate | 37.5% | 78.2%-40.7pp | 75.7%-38.2pp | 81.2%-43.7pp |
| Annual return | -11.97% | -11.01%-1.0pp | -12.16%+0.2pp | 417.96%-429.9pp |
| Employer contribution / active EE | $570 | $3,462-83.5% | $2,921-80.5% | $4,740-88.0% |
| Participant deferral / active EE | $3,448 | $5,216-33.9% | $4,564-24.4% | $6,400-46.1% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |