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 | $58,027 | $57,354+1.2% | $83,848-30.8% | $64,186-9.6% |
| Participation rate | 63.3% | 68.6%-5.3pp | 76.1%-12.9pp | 69.6%-6.3pp |
| Annual return | -6.75% | 11.38%-18.1pp | 850.88%-857.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $347 | $2,545-86.4% | $3,631-90.4% | $2,381-85.4% |
| Participant deferral / active EE | $2,457 | $2,993-17.9% | $4,082-39.8% | $3,470-29.2% |
| Admin fee / account holder | $213 | $4,046-94.7% | $5,478-96.1% | $4,888-95.6% |