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 | $32,917 | $59,805-45.0% | $79,550-58.6% | $68,494-51.9% |
| Participation rate | 65.2% | 61.1%+4.2pp | 69.5%-4.3pp | 67.9%-2.7pp |
| Annual return | -18.52% | -12.30%-6.2pp | 0.16%-18.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,454 | $3,024+14.2% | $3,985-13.3% | $4,027-14.2% |
| Admin fee / account holder | $88 | $4,835-98.2% | $6,832-98.7% | $5,403-98.4% |