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 | $76,653 | $59,805+28.2% | $79,550-3.6% | $68,494+11.9% |
| Participation rate | 64.5% | 61.1%+3.5pp | 69.5%-5.0pp | 67.9%-3.4pp |
| Annual return | -17.78% | -12.30%-5.5pp | 0.16%-17.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $129 | $1,505-91.4% | $2,413-94.6% | $2,596-95.0% |
| Participant deferral / active EE | $2,652 | $3,024-12.3% | $3,985-33.5% | $4,027-34.2% |
| Admin fee / account holder | $9 | $4,835-99.8% | $6,832-99.9% | $5,403-99.8% |