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 | $2,417 | $27,641-91.3% | $61,373-96.1% | $68,494-96.5% |
| Participation rate | 33.3% | 39.5%-6.2pp | 52.6%-19.2pp | 67.9%-34.6pp |
| Annual return | -17.46% | -13.24%-4.2pp | 338.61%-356.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $317 | $1,263-74.9% | $2,125-85.1% | $4,027-92.1% |
| Admin fee / account holder | $93 | $2,010-95.4% | $2,130-95.6% | $5,403-98.3% |