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 | $89,648 | $105,860-15.3% | $90,749-1.2% | $134,475-33.3% |
| Participation rate | 40.0% | 78.2%-38.2pp | 75.7%-35.7pp | 81.2%-41.2pp |
| Annual return | -11.80% | -11.01%-0.8pp | -12.16%+0.4pp | 417.96%-429.8pp |
| Employer contribution / active EE | $563 | $3,462-83.7% | $2,921-80.7% | $4,740-88.1% |
| Participant deferral / active EE | $1,876 | $5,216-64.0% | $4,564-58.9% | $6,400-70.7% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |