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 | $20,593 | $27,641-25.5% | $61,373-66.4% | $68,494-69.9% |
| Participation rate | 7.1% | 39.5%-32.3pp | 52.6%-45.4pp | 67.9%-60.7pp |
| Annual return | -10.49% | -13.24%+2.7pp | 338.61%-349.1pp | -7.84%-2.6pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $507 | $1,263-59.9% | $2,125-76.2% | $4,027-87.4% |
| Admin fee / account holder | $206 | $2,010-89.8% | $2,130-90.4% | $5,403-96.2% |