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 | $52,402 | $100,754-48.0% | $86,677-39.5% | $134,475-61.0% |
| Participation rate | 45.5% | 78.9%-33.5pp | 76.6%-31.1pp | 81.2%-35.8pp |
| Annual return | -20.16% | 29.04%-49.2pp | 35.91%-56.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $387 | $3,489-88.9% | $2,836-86.4% | $4,740-91.8% |
| Participant deferral / active EE | $2,037 | $5,338-61.8% | $4,656-56.2% | $6,400-68.2% |
| Admin fee / account holder | $40 | $10,926-99.6% | $7,493-99.5% | $11,426-99.6% |