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 | $47,353 | $95,862-50.6% | $79,550-40.5% | $134,475-64.8% |
| Participation rate | 47.1% | 75.0%-28.0pp | 69.5%-22.4pp | 81.2%-34.2pp |
| Annual return | -10.69% | -2.69%-8.0pp | 0.16%-10.9pp | 417.96%-428.7pp |
| Employer contribution / active EE | $333 | $3,128-89.4% | $2,413-86.2% | $4,740-93.0% |
| Participant deferral / active EE | $3,536 | $4,693-24.7% | $3,985-11.3% | $6,400-44.8% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |