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 | $24,722 | $48,364-48.9% | $71,796-65.6% | $62,891-60.7% |
| Participation rate | 32.9% | 60.6%-27.7pp | 69.1%-36.2pp | 69.3%-36.4pp |
| Annual return | 9.89% | 13.16%-3.3pp | 78.04%-68.1pp | 20.14%-10.3pp |
| Employer contribution / active EE | $144 | $1,042-86.1% | $1,924-92.5% | $2,281-93.7% |
| Participant deferral / active EE | $1,178 | $2,091-43.7% | $2,794-57.9% | $3,203-63.2% |
| Admin fee / account holder | $167 | $3,771-95.6% | $4,815-96.5% | $4,296-96.1% |