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 | $29,691 | $48,076-38.2% | $78,689-62.3% | $62,891-52.8% |
| Participation rate | 60.0% | 65.2%-5.2pp | 73.6%-13.6pp | 69.3%-9.3pp |
| Annual return | 6.07% | 31.35%-25.3pp | 62.18%-56.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $162 | $2,015-92.0% | $2,851-94.3% | $2,281-92.9% |
| Participant deferral / active EE | $2,129 | $2,588-17.7% | $3,517-39.5% | $3,203-33.5% |
| Admin fee / account holder | $20 | $3,207-99.4% | $4,510-99.6% | $4,296-99.5% |