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 | $30,954 | $105,860-70.8% | $90,749-65.9% | $134,475-77.0% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.7%-25.7pp | 81.2%-31.2pp |
| Annual return | -14.43% | -11.01%-3.4pp | -12.16%-2.3pp | 417.96%-432.4pp |
| Employer contribution / active EE | $322 | $3,462-90.7% | $2,921-89.0% | $4,740-93.2% |
| Participant deferral / active EE | $2,686 | $5,216-48.5% | $4,564-41.1% | $6,400-58.0% |
| Admin fee / account holder | $295 | $13,938-97.9% | $8,445-96.5% | $11,426-97.4% |