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 | $37,761 | $54,350-30.5% | $82,719-54.3% | $68,494-44.9% |
| Participation rate | 15.2% | 63.9%-48.8pp | 72.6%-57.4pp | 67.9%-52.7pp |
| Annual return | -3.30% | -13.67%+10.4pp | 701.18%-704.5pp | -7.84%+4.5pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,038 | $3,246-68.0% | $4,395-76.4% | $4,027-74.2% |
| Admin fee / account holder | $30 | $4,395-99.3% | $5,329-99.4% | $5,403-99.5% |