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 | $19,368 | $84,695-77.1% | $73,843-73.8% | $125,391-84.6% |
| Participation rate | 60.9% | 76.8%-15.9pp | 73.4%-12.6pp | 83.2%-22.3pp |
| Annual return | -2.62% | 3123.53%-3126.2pp | 2267.84%-2270.5pp | 282.22%-284.8pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,146 | $3,992-71.3% | $3,583-68.0% | $5,352-78.6% |
| Admin fee / account holder | $239 | $5,691-95.8% | $4,880-95.1% | $9,540-97.5% |