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 | $13,742 | $46,674-70.6% | $117,472-88.3% | $68,494-79.9% |
| Participation rate | 43.8% | 56.8%-13.0pp | 70.6%-26.8pp | 67.9%-24.1pp |
| Annual return | -18.34% | -14.52%-3.8pp | 29.74%-48.1pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,639 | $2,636-37.8% | $4,070-59.7% | $4,027-59.3% |
| Admin fee / account holder | $112 | $4,020-97.2% | $5,645-98.0% | $5,403-97.9% |