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 | $48,726 | $43,723+11.4% | $121,196-59.8% | $64,186-24.1% |
| Participation rate | 32.5% | 58.3%-25.8pp | 71.7%-39.2pp | 69.6%-37.1pp |
| Annual return | -5.29% | 68.91%-74.2pp | 16.93%-22.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $118 | $1,296-90.9% | $4,022-97.1% | $2,381-95.0% |
| Participant deferral / active EE | $1,120 | $2,280-50.9% | $3,344-66.5% | $3,470-67.7% |
| Admin fee / account holder | $255 | $3,501-92.7% | $5,019-94.9% | $4,888-94.8% |