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 | $69,256 | $64,707+7.0% | $112,228-38.3% | $68,494+1.1% |
| Participation rate | 26.9% | 67.2%-40.2pp | 75.1%-48.1pp | 67.9%-41.0pp |
| Annual return | -16.02% | -11.40%-4.6pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $528 | $2,746-80.8% | $3,635-85.5% | $2,596-79.7% |
| Participant deferral / active EE | $1,586 | $3,565-55.5% | $4,728-66.5% | $4,027-60.6% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |