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 | $57,778 | $57,354+0.7% | $83,848-31.1% | $64,186-10.0% |
| Participation rate | 42.3% | 68.6%-26.3pp | 76.1%-33.8pp | 69.6%-27.3pp |
| Annual return | -5.55% | 11.38%-16.9pp | 850.88%-856.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $304 | $2,545-88.1% | $3,631-91.6% | $2,381-87.2% |
| Participant deferral / active EE | $2,448 | $2,993-18.2% | $4,082-40.0% | $3,470-29.5% |
| Admin fee / account holder | $19 | $4,046-99.5% | $5,478-99.6% | $4,888-99.6% |