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 5-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 | $42,669 | $133,958-68.1% | $112,228-62.0% | $134,475-68.3% |
| Participation rate | 11.8% | 78.6%-66.8pp | 75.1%-63.3pp | 81.2%-69.5pp |
| Annual return | -16.42% | 47.11%-63.5pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $480 | $4,038-88.1% | $3,635-86.8% | $4,740-89.9% |
| Participant deferral / active EE | $3,207 | $5,291-39.4% | $4,728-32.2% | $6,400-49.9% |
| Admin fee / account holder | $272 | $7,489-96.4% | $6,410-95.8% | $11,426-97.6% |