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 | $67,132 | $59,805+12.3% | $79,550-15.6% | $68,494-2.0% |
| Participation rate | 31.4% | 61.1%-29.7pp | 69.5%-38.1pp | 67.9%-36.5pp |
| Annual return | -15.23% | -12.30%-2.9pp | 0.16%-15.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $112 | $1,505-92.6% | $2,413-95.4% | $2,596-95.7% |
| Participant deferral / active EE | $2,452 | $3,024-18.9% | $3,985-38.5% | $4,027-39.1% |
| Admin fee / account holder | $267 | $4,835-94.5% | $6,832-96.1% | $5,403-95.1% |