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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,201 | $71,883-64.9% | $86,677-70.9% | $68,494-63.2% |
| Participation rate | 17.3% | 72.2%-54.9pp | 76.6%-59.3pp | 67.9%-50.6pp |
| Annual return | -17.98% | 3.52%-21.5pp | 35.91%-53.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $673 | $2,173-69.0% | $2,836-76.3% | $2,596-74.1% |
| Participant deferral / active EE | $1,230 | $3,779-67.4% | $4,656-73.6% | $4,027-69.5% |
| Admin fee / account holder | $164 | $6,112-97.3% | $7,493-97.8% | $5,403-97.0% |