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 | $46,662 | $42,894+8.8% | $60,874-23.3% | $68,494-31.9% |
| Participation rate | 52.0% | 66.8%-14.8pp | 73.1%-21.1pp | 67.9%-15.9pp |
| Annual return | -13.61% | -13.98%+0.4pp | 16.90%-30.5pp | -7.84%-5.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,475 | $2,867-13.7% | $3,817-35.1% | $4,027-38.5% |
| Admin fee / account holder | $7 | $3,101-99.8% | $3,224-99.8% | $5,403-99.9% |