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 9-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 | $14,427 | $67,331-78.6% | $60,874-76.3% | $134,475-89.3% |
| Participation rate | 65.2% | 76.2%-11.0pp | 73.1%-7.9pp | 81.2%-16.0pp |
| Annual return | -16.98% | 49.93%-66.9pp | 16.90%-33.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $211 | $3,096-93.2% | $2,701-92.2% | $4,740-95.5% |
| Participant deferral / active EE | $2,166 | $4,538-52.3% | $3,817-43.2% | $6,400-66.1% |
| Admin fee / account holder | $124 | $4,582-97.3% | $3,224-96.2% | $11,426-98.9% |