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 | $35,154 | $47,977-26.7% | $154,107-77.2% | $56,287-37.5% |
| Participation rate | 15.2% | 66.2%-50.9pp | 83.0%-67.8pp | 69.9%-54.6pp |
| Annual return | -4.27% | 3.54%-7.8pp | 735.12%-739.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $780 | $2,392-67.4% | $5,081-84.6% | $3,350-76.7% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |