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 | $27,703 | $167,307-83.4% | $143,757-80.7% | $134,475-79.4% |
| Participation rate | 46.7% | 84.8%-38.1pp | 80.3%-33.6pp | 81.2%-34.6pp |
| Annual return | -17.41% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,134 | $5,619-79.8% | $4,951-77.1% | $4,740-76.1% |
| Participant deferral / active EE | $2,362 | $6,446-63.4% | $5,637-58.1% | $6,400-63.1% |
| Admin fee / account holder | $118 | $18,088-99.3% | $14,673-99.2% | $11,426-99.0% |