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 | $32,958 | $54,229-39.2% | $70,092-53.0% | $68,494-51.9% |
| Participation rate | 17.9% | 64.5%-46.5pp | 70.5%-52.5pp | 67.9%-49.9pp |
| Annual return | -17.71% | -13.87%-3.8pp | 190.73%-208.4pp | -7.84%-9.9pp |
| Employer contribution / active EE | $309 | $2,018-84.7% | $2,559-87.9% | $2,596-88.1% |
| Participant deferral / active EE | $1,454 | $2,956-50.8% | $3,849-62.2% | $4,027-63.9% |
| Admin fee / account holder | $0 | $4,694-100.0% | $6,267-100.0% | $5,403-100.0% |