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 | $23,694 | $152,509-84.5% | $117,472-79.8% | $134,475-82.4% |
| Participation rate | 53.3% | 77.1%-23.8pp | 70.6%-17.3pp | 81.2%-27.9pp |
| Annual return | -18.35% | 52.99%-71.3pp | 29.74%-48.1pp | 417.96%-436.3pp |
| Employer contribution / active EE | $0 | $5,571-100.0% | $4,176-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $940 | $4,818-80.5% | $4,070-76.9% | $6,400-85.3% |
| Admin fee / account holder | $284 | $7,004-95.9% | $5,645-95.0% | $11,426-97.5% |