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 | $23,374 | $190,805-87.7% | $159,960-85.4% | $134,475-82.6% |
| Participation rate | 47.1% | 81.9%-34.9pp | 78.0%-30.9pp | 81.2%-34.2pp |
| Annual return | -20.30% | 552.23%-572.5pp | 408.60%-428.9pp | 417.96%-438.3pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,225 | $6,923-53.4% | $6,182-47.8% | $6,400-49.6% |
| Admin fee / account holder | $203 | $10,471-98.1% | $8,698-97.7% | $11,426-98.2% |