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 7-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 | $25,826 | $190,805-86.5% | $159,960-83.9% | $134,475-80.8% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -13.71% | 552.23%-565.9pp | 408.60%-422.3pp | 417.96%-431.7pp |
| Employer contribution / active EE | $565 | $4,995-88.7% | $4,226-86.6% | $4,740-88.1% |
| Participant deferral / active EE | $1,606 | $6,923-76.8% | $6,182-74.0% | $6,400-74.9% |
| Admin fee / account holder | $198 | $10,471-98.1% | $8,698-97.7% | $11,426-98.3% |