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 | $71,230 | $75,935-6.2% | $60,547+17.6% | $125,391-43.2% |
| Participation rate | 62.5% | 76.5%-14.0pp | 68.0%-5.5pp | 83.2%-20.7pp |
| Annual return | -0.20% | -5.38%+5.2pp | 335.64%-335.8pp | 282.22%-282.4pp |
| Employer contribution / active EE | $309 | $3,438-91.0% | $2,419-87.2% | $4,866-93.7% |
| Participant deferral / active EE | $2,118 | $4,506-53.0% | $3,328-36.3% | $5,352-60.4% |
| Admin fee / account holder | $255 | $6,768-96.2% | $4,536-94.4% | $9,540-97.3% |