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 | $43,292 | $67,411-35.8% | $91,001-52.4% | $70,131-38.3% |
| Participation rate | 68.6% | 71.4%-2.8pp | 75.6%-7.0pp | 69.5%-1.0pp |
| Annual return | 13.56% | -40.16%+53.7pp | 4.60%+9.0pp | 73.14%-59.6pp |
| Employer contribution / active EE | $230 | $1,786-87.1% | $2,456-90.6% | $2,342-90.2% |
| Participant deferral / active EE | $1,544 | $2,823-45.3% | $3,547-56.5% | $3,332-53.7% |
| Admin fee / account holder | $83 | $4,236-98.1% | $5,417-98.5% | $4,645-98.2% |