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 | $32,577 | $127,386-74.4% | $115,037-71.7% | $125,391-74.0% |
| Participation rate | 63.6% | 84.2%-20.5pp | 81.4%-17.7pp | 83.2%-19.6pp |
| Annual return | -2.32% | 31.28%-33.6pp | 26.14%-28.5pp | 282.22%-284.5pp |
| Employer contribution / active EE | $565 | $5,166-89.1% | $4,608-87.7% | $4,866-88.4% |
| Participant deferral / active EE | $3,512 | $6,423-45.3% | $6,026-41.7% | $5,352-34.4% |
| Admin fee / account holder | $58 | $9,516-99.4% | $8,175-99.3% | $9,540-99.4% |