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 | $49,190 | $133,958-63.3% | $112,228-56.2% | $134,475-63.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -14.25% | 47.11%-61.4pp | 27.45%-41.7pp | 417.96%-432.2pp |
| Employer contribution / active EE | $579 | $4,038-85.7% | $3,635-84.1% | $4,740-87.8% |
| Participant deferral / active EE | $2,524 | $5,291-52.3% | $4,728-46.6% | $6,400-60.6% |
| Admin fee / account holder | $297 | $7,489-96.0% | $6,410-95.4% | $11,426-97.4% |