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 | $37,200 | $180,449-79.4% | $154,107-75.9% | $135,375-72.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -7.40% | 888.09%-895.5pp | 735.12%-742.5pp | 519.73%-527.1pp |
| Employer contribution / active EE | $658 | $6,035-89.1% | $5,298-87.6% | $4,779-86.2% |
| Participant deferral / active EE | $3,517 | $5,806-39.4% | $5,081-30.8% | $5,609-37.3% |
| Admin fee / account holder | $208 | $16,143-98.7% | $13,411-98.4% | $10,827-98.1% |