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 6-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 | $22,922 | $142,344-83.9% | $119,609-80.8% | $134,475-83.0% |
| Participation rate | 30.8% | 82.8%-52.0pp | 79.3%-48.5pp | 81.2%-50.5pp |
| Annual return | -19.04% | -12.44%-6.6pp | -14.97%-4.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $585 | $5,222-88.8% | $4,232-86.2% | $4,740-87.7% |
| Participant deferral / active EE | $1,979 | $6,469-69.4% | $5,602-64.7% | $6,400-69.1% |
| Admin fee / account holder | $14 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |