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 | $62,510 | $76,000-17.8% | $154,107-59.4% | $64,186-2.6% |
| Participation rate | 27.3% | 70.4%-43.1pp | 83.0%-55.8pp | 69.6%-42.3pp |
| Annual return | -5.77% | 30.32%-36.1pp | 735.12%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $305 | $3,351-90.9% | $5,298-94.2% | $2,381-87.2% |
| Participant deferral / active EE | $1,182 | $3,175-62.8% | $5,081-76.7% | $3,470-65.9% |
| Admin fee / account holder | $137 | $5,596-97.6% | $13,411-99.0% | $4,888-97.2% |