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 | $44,537 | $133,958-66.8% | $112,228-60.3% | $134,475-66.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -19.49% | 47.11%-66.6pp | 27.45%-46.9pp | 417.96%-437.5pp |
| Employer contribution / active EE | $389 | $4,038-90.4% | $3,635-89.3% | $4,740-91.8% |
| Participant deferral / active EE | $1,590 | $5,291-70.0% | $4,728-66.4% | $6,400-75.2% |
| Admin fee / account holder | $40 | $7,489-99.5% | $6,410-99.4% | $11,426-99.6% |