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 | $64,058 | $49,177+30.3% | $79,464-19.4% | $64,186-0.2% |
| Participation rate | 41.4% | 65.0%-23.7pp | 73.3%-32.0pp | 69.6%-28.2pp |
| Annual return | -2.26% | -1.16%-1.1pp | 718.14%-720.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $97 | $2,076-95.3% | $2,800-96.5% | $2,381-95.9% |
| Participant deferral / active EE | $3,007 | $2,821+6.6% | $3,704-18.8% | $3,470-13.3% |
| Admin fee / account holder | $57 | $3,839-98.5% | $5,113-98.9% | $4,888-98.8% |