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 5-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 | $29,112 | $133,958-78.3% | $112,228-74.1% | $134,475-78.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -17.40% | 47.11%-64.5pp | 27.45%-44.9pp | 417.96%-435.4pp |
| Employer contribution / active EE | $250 | $4,038-93.8% | $3,635-93.1% | $4,740-94.7% |
| Participant deferral / active EE | $9,000 | $5,291+70.1% | $4,728+90.4% | $6,400+40.6% |
| Admin fee / account holder | $8 | $7,489-99.9% | $6,410-99.9% | $11,426-99.9% |