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 6-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 | $20,371 | $92,703-78.0% | $82,719-75.4% | $134,475-84.9% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -19.43% | 944.92%-964.4pp | 701.18%-720.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $200 | $3,274-93.9% | $3,009-93.4% | $4,740-95.8% |
| Participant deferral / active EE | $1,500 | $4,802-68.8% | $4,395-65.9% | $6,400-76.6% |
| Admin fee / account holder | $187 | $5,983-96.9% | $5,329-96.5% | $11,426-98.4% |