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 | $19,749 | $107,015-81.5% | $73,545-73.1% | $147,584-86.6% |
| Participation rate | 31.3% | 66.4%-35.1pp | 54.9%-23.7pp | 82.8%-51.6pp |
| Annual return | 18.16% | 38.25%-20.1pp | -15.16%+33.3pp | 578.55%-560.4pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $836 | $2,462-66.1% | $1,806-53.7% | $5,439-84.6% |
| Admin fee / account holder | $136 | $3,055-95.6% | $2,320-94.2% | $10,885-98.8% |