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 | $44,702 | $67,411-33.7% | $91,001-50.9% | $70,131-36.3% |
| Participation rate | 57.7% | 71.4%-13.7pp | 75.6%-17.9pp | 69.5%-11.8pp |
| Annual return | 14.26% | -40.16%+54.4pp | 4.60%+9.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $238 | $1,786-86.7% | $2,456-90.3% | $2,342-89.9% |
| Participant deferral / active EE | $2,161 | $2,823-23.5% | $3,547-39.1% | $3,332-35.1% |
| Admin fee / account holder | $221 | $4,236-94.8% | $5,417-95.9% | $4,645-95.2% |