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 | $37,953 | $54,350-30.2% | $82,719-54.1% | $68,494-44.6% |
| Participation rate | 34.5% | 63.9%-29.4pp | 72.6%-38.1pp | 67.9%-33.4pp |
| Annual return | -2.43% | -13.67%+11.2pp | 701.18%-703.6pp | -7.84%+5.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,132 | $3,246-65.1% | $4,395-74.2% | $4,027-71.9% |
| Admin fee / account holder | $154 | $4,395-96.5% | $5,329-97.1% | $5,403-97.1% |