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 10-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 | $16,958 | $32,117-47.2% | $71,086-76.1% | $64,186-73.6% |
| Participation rate | 32.0% | 42.7%-10.7pp | 54.7%-22.7pp | 69.6%-37.6pp |
| Annual return | -0.51% | -5.57%+5.1pp | 650.59%-651.1pp | 7.63%-8.1pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $856 | $1,263-32.2% | $1,874-54.3% | $3,470-75.3% |
| Admin fee / account holder | $9 | $2,759-99.7% | $3,082-99.7% | $4,888-99.8% |