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 | $20,676 | $133,958-84.6% | $112,228-81.6% | $134,475-84.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -18.20% | 47.11%-65.3pp | 27.45%-45.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $97 | $4,038-97.6% | $3,635-97.3% | $4,740-97.9% |
| Participant deferral / active EE | $2,992 | $5,291-43.5% | $4,728-36.7% | $6,400-53.3% |
| Admin fee / account holder | $136 | $7,489-98.2% | $6,410-97.9% | $11,426-98.8% |