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 6-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 | $26,269 | $54,229-51.6% | $70,092-62.5% | $68,494-61.6% |
| Participation rate | 36.6% | 64.5%-27.9pp | 70.5%-33.9pp | 67.9%-31.3pp |
| Annual return | 22.08% | -13.87%+35.9pp | 190.73%-168.7pp | -7.84%+29.9pp |
| Employer contribution / active EE | $68 | $2,018-96.6% | $2,559-97.3% | $2,596-97.4% |
| Participant deferral / active EE | $1,357 | $2,956-54.1% | $3,849-64.7% | $4,027-66.3% |
| Admin fee / account holder | $206 | $4,694-95.6% | $6,267-96.7% | $5,403-96.2% |