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 | $51,663 | $62,586-17.5% | $76,768-32.7% | $64,186-19.5% |
| Participation rate | 44.2% | 72.8%-28.6pp | 77.0%-32.8pp | 69.6%-25.4pp |
| Annual return | -6.66% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $316 | $1,832-82.8% | $2,485-87.3% | $2,381-86.7% |
| Participant deferral / active EE | $1,762 | $3,145-44.0% | $3,852-54.3% | $3,470-49.2% |
| Admin fee / account holder | $133 | $4,667-97.2% | $6,675-98.0% | $4,888-97.3% |