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 | $18,100 | $73,867-75.5% | $143,757-87.4% | $68,494-73.6% |
| Participation rate | 25.0% | 66.7%-41.7pp | 80.3%-55.3pp | 67.9%-42.9pp |
| Annual return | -18.83% | 1.01%-19.8pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $327 | $3,184-89.7% | $4,951-93.4% | $2,596-87.4% |
| Participant deferral / active EE | $1,322 | $3,384-60.9% | $5,637-76.6% | $4,027-67.2% |
| Admin fee / account holder | $40 | $5,755-99.3% | $14,673-99.7% | $5,403-99.3% |