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 7-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 | $13,753 | $85,790-84.0% | $67,313-79.6% | $135,375-89.8% |
| Participation rate | 42.9% | 76.5%-33.6pp | 69.1%-26.2pp | 82.6%-39.8pp |
| Annual return | -7.72% | -0.54%-7.2pp | -4.08%-3.6pp | 519.73%-527.5pp |
| Employer contribution / active EE | $72 | $3,487-97.9% | $2,566-97.2% | $4,779-98.5% |
| Participant deferral / active EE | $5,965 | $4,651+28.3% | $3,568+67.2% | $5,609+6.4% |
| Admin fee / account holder | $34 | $6,392-99.5% | $4,507-99.3% | $10,827-99.7% |