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 | $12,766 | $106,543-88.0% | $91,220-86.0% | $134,475-90.5% |
| Participation rate | 43.8% | 76.8%-33.1pp | 73.2%-29.4pp | 81.2%-37.5pp |
| Annual return | -17.78% | 160.60%-178.4pp | 114.01%-131.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,668 | $4,719-64.7% | $4,234-60.6% | $6,400-73.9% |
| Admin fee / account holder | $109 | $6,231-98.2% | $5,420-98.0% | $11,426-99.0% |