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 | $21,840 | $95,862-77.2% | $79,550-72.5% | $134,475-83.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | -16.76% | -2.69%-14.1pp | 0.16%-16.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $504 | $3,128-83.9% | $2,413-79.1% | $4,740-89.4% |
| Participant deferral / active EE | $1,640 | $4,693-65.1% | $3,985-58.9% | $6,400-74.4% |
| Admin fee / account holder | $115 | $9,126-98.7% | $6,832-98.3% | $11,426-99.0% |