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 | $22,220 | $56,199-60.5% | $67,652-67.2% | $59,632-62.7% |
| Participation rate | 56.3% | 71.5%-15.2pp | 75.7%-19.4pp | 68.7%-12.4pp |
| Annual return | -2.30% | 18505.31%-18507.6pp | 6625.04%-6627.3pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,093 | $2,844+43.9% | $3,560+15.0% | $3,192+28.2% |
| Admin fee / account holder | $275 | $3,958-93.1% | $4,821-94.3% | $4,297-93.6% |