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 | $26,627 | $32,117-17.1% | $71,086-62.5% | $64,186-58.5% |
| Participation rate | 30.8% | 42.7%-11.9pp | 54.7%-23.9pp | 69.6%-38.8pp |
| Annual return | -6.71% | -5.57%-1.1pp | 650.59%-657.3pp | 7.63%-14.3pp |
| Employer contribution / active EE | $91 | $712-87.2% | $1,088-91.6% | $2,381-96.2% |
| Participant deferral / active EE | $588 | $1,263-53.5% | $1,874-68.6% | $3,470-83.1% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,888-100.0% |