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 | $52,280 | $81,208-35.6% | $98,907-47.1% | $79,858-34.5% |
| Participation rate | 48.2% | 72.5%-24.3pp | 76.0%-27.8pp | 69.6%-21.4pp |
| Annual return | 16.76% | 60.99%-44.2pp | 196.43%-179.7pp | 31.71%-15.0pp |
| Employer contribution / active EE | $353 | $1,960-82.0% | $2,689-86.9% | $2,471-85.7% |
| Participant deferral / active EE | $1,781 | $3,265-45.4% | $4,244-58.0% | $3,740-52.4% |
| Admin fee / account holder | $128 | $6,013-97.9% | $6,642-98.1% | $5,306-97.6% |