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 10-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 | $8,802 | $67,331-86.9% | $60,874-85.5% | $134,475-93.5% |
| Participation rate | 27.3% | 76.2%-48.9pp | 73.1%-45.8pp | 81.2%-53.9pp |
| Annual return | -19.20% | 49.93%-69.1pp | 16.90%-36.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $136 | $3,096-95.6% | $2,701-95.0% | $4,740-97.1% |
| Participant deferral / active EE | $2,168 | $4,538-52.2% | $3,817-43.2% | $6,400-66.1% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |