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 9-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 | $27,643 | $67,331-58.9% | $60,874-54.6% | $134,475-79.4% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.1%-50.9pp | 81.2%-59.0pp |
| Annual return | -19.15% | 49.93%-69.1pp | 16.90%-36.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,141 | $4,538-52.8% | $3,817-43.9% | $6,400-66.6% |
| Admin fee / account holder | $30 | $4,582-99.3% | $3,224-99.1% | $11,426-99.7% |