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 | $50,439 | $46,674+8.1% | $117,472-57.1% | $68,494-26.4% |
| Participation rate | 25.7% | 56.8%-31.1pp | 70.6%-44.9pp | 67.9%-42.2pp |
| Annual return | -17.25% | -14.52%-2.7pp | 29.74%-47.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $64 | $1,505-95.8% | $4,176-98.5% | $2,596-97.5% |
| Participant deferral / active EE | $1,167 | $2,636-55.7% | $4,070-71.3% | $4,027-71.0% |
| Admin fee / account holder | $172 | $4,020-95.7% | $5,645-96.9% | $5,403-96.8% |