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 | $67,150 | $67,411-0.4% | $91,001-26.2% | $70,131-4.3% |
| Participation rate | 47.3% | 71.4%-24.1pp | 75.6%-28.3pp | 69.5%-22.3pp |
| Annual return | 24.94% | -40.16%+65.1pp | 4.60%+20.3pp | 73.14%-48.2pp |
| Employer contribution / active EE | $274 | $1,786-84.6% | $2,456-88.8% | $2,342-88.3% |
| Participant deferral / active EE | $1,601 | $2,823-43.3% | $3,547-54.9% | $3,332-52.0% |
| Admin fee / account holder | $166 | $4,236-96.1% | $5,417-96.9% | $4,645-96.4% |