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 | $7,462 | $67,331-88.9% | $60,874-87.7% | $134,475-94.5% |
| Participation rate | 68.2% | 76.2%-8.0pp | 73.1%-4.9pp | 81.2%-13.0pp |
| Annual return | -13.28% | 49.93%-63.2pp | 16.90%-30.2pp | 417.96%-431.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,146 | $4,538-74.7% | $3,817-70.0% | $6,400-82.1% |
| Admin fee / account holder | $117 | $4,582-97.5% | $3,224-96.4% | $11,426-99.0% |