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 | $45,600 | $27,641+65.0% | $61,373-25.7% | $68,494-33.4% |
| Participation rate | 11.7% | 39.5%-27.8pp | 52.6%-40.9pp | 67.9%-56.2pp |
| Annual return | -14.66% | -13.24%-1.4pp | 338.61%-353.3pp | -7.84%-6.8pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $306 | $1,263-75.7% | $2,125-85.6% | $4,027-92.4% |
| Admin fee / account holder | $187 | $2,010-90.7% | $2,130-91.2% | $5,403-96.5% |