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 | $4,245 | $27,641-84.6% | $61,373-93.1% | $68,494-93.8% |
| Participation rate | 12.1% | 39.5%-27.4pp | 52.6%-40.5pp | 67.9%-55.8pp |
| Annual return | -3.47% | -13.24%+9.8pp | 338.61%-342.1pp | -7.84%+4.4pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $290 | $1,263-77.1% | $2,125-86.4% | $4,027-92.8% |
| Admin fee / account holder | $100 | $2,010-95.0% | $2,130-95.3% | $5,403-98.2% |