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 | $40,576 | $65,561-38.1% | $86,188-52.9% | $75,163-46.0% |
| Participation rate | 61.0% | 60.5%+0.6pp | 69.0%-7.9pp | 67.2%-6.2pp |
| Annual return | 17.11% | 46.05%-28.9pp | 1168.45%-1151.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,790 | $3,024-7.7% | $3,985-30.0% | $4,125-32.4% |
| Admin fee / account holder | $194 | $5,474-96.4% | $6,852-97.2% | $5,651-96.6% |