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 5-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 | $14,915 | $82,286-81.9% | $68,791-78.3% | $134,475-88.9% |
| Participation rate | 25.0% | 75.1%-50.1pp | 69.0%-44.0pp | 81.2%-56.2pp |
| Annual return | -18.93% | -2.19%-16.7pp | -6.38%-12.5pp | 417.96%-436.9pp |
| Employer contribution / active EE | $238 | $3,301-92.8% | $2,655-91.1% | $4,740-95.0% |
| Participant deferral / active EE | $1,365 | $4,739-71.2% | $3,941-65.4% | $6,400-78.7% |
| Admin fee / account holder | $49 | $6,481-99.2% | $4,932-99.0% | $11,426-99.6% |