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 | $20,232 | $100,754-79.9% | $86,677-76.7% | $134,475-85.0% |
| Participation rate | 62.5% | 78.9%-16.4pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -15.58% | 29.04%-44.6pp | 35.91%-51.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,785 | $5,338-47.8% | $4,656-40.2% | $6,400-56.5% |
| Admin fee / account holder | $248 | $10,926-97.7% | $7,493-96.7% | $11,426-97.8% |