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 8-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 | $10,956 | $88,594-87.6% | $70,092-84.4% | $134,475-91.9% |
| Participation rate | 30.8% | 74.9%-44.2pp | 70.5%-39.7pp | 81.2%-50.5pp |
| Annual return | -18.58% | 442.67%-461.2pp | 190.73%-209.3pp | 417.96%-436.5pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $2,559-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,315 | $4,772-72.4% | $3,849-65.8% | $6,400-79.4% |
| Admin fee / account holder | $20 | $10,441-99.8% | $6,267-99.7% | $11,426-99.8% |