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 | $12,311 | $64,307-80.9% | $57,343-78.5% | $125,391-90.2% |
| Participation rate | 36.4% | 78.6%-42.3pp | 75.1%-38.7pp | 83.2%-46.8pp |
| Annual return | -2.29% | 25.12%-27.4pp | 24.39%-26.7pp | 282.22%-284.5pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $982 | $3,848-74.5% | $3,162-68.9% | $5,352-81.6% |
| Admin fee / account holder | $85 | $5,242-98.4% | $3,356-97.5% | $9,540-99.1% |