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 7-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 | $10,096 | $27,641-63.5% | $61,373-83.6% | $68,494-85.3% |
| Participation rate | 8.2% | 39.5%-31.3pp | 52.6%-44.4pp | 67.9%-59.7pp |
| Annual return | -21.12% | -13.24%-7.9pp | 338.61%-359.7pp | -7.84%-13.3pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $380 | $1,263-69.9% | $2,125-82.1% | $4,027-90.6% |
| Admin fee / account holder | $75 | $2,010-96.3% | $2,130-96.5% | $5,403-98.6% |