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 7-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 | $23,902 | $167,484-85.7% | $151,611-84.2% | $134,475-82.2% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.4pp | 81.2%-24.1pp |
| Annual return | -18.18% | 7.80%-26.0pp | 3.33%-21.5pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,123 | $6,829-83.6% | $6,166-81.8% | $4,740-76.3% |
| Participant deferral / active EE | $3,543 | $8,986-60.6% | $8,363-57.6% | $6,400-44.6% |
| Admin fee / account holder | $168 | $13,783-98.8% | $11,616-98.6% | $11,426-98.5% |