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 | $30,979 | $142,344-78.2% | $119,609-74.1% | $134,475-77.0% |
| Participation rate | 56.5% | 82.8%-26.3pp | 79.3%-22.7pp | 81.2%-24.7pp |
| Annual return | -6.99% | -12.44%+5.5pp | -14.97%+8.0pp | 417.96%-424.9pp |
| Employer contribution / active EE | $0 | $5,222-100.0% | $4,232-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,543 | $6,469-14.3% | $5,602-1.1% | $6,400-13.4% |
| Admin fee / account holder | $97 | $13,584-99.3% | $10,323-99.1% | $11,426-99.2% |