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 | $26,909 | $72,404-62.8% | $110,238-75.6% | $64,186-58.1% |
| Participation rate | 69.2% | 73.3%-4.1pp | 79.8%-10.6pp | 69.6%-0.3pp |
| Annual return | -1.45% | -6.29%+4.8pp | 314.74%-316.2pp | 7.63%-9.1pp |
| Employer contribution / active EE | $388 | $2,282-83.0% | $3,826-89.9% | $2,381-83.7% |
| Participant deferral / active EE | $1,736 | $3,469-50.0% | $4,672-62.8% | $3,470-50.0% |
| Admin fee / account holder | $237 | $5,664-95.8% | $8,547-97.2% | $4,888-95.2% |