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 | $107,891 | $42,383+154.6% | $76,523+41.0% | $64,186+68.1% |
| Participation rate | 8.5% | 58.1%-49.6pp | 68.0%-59.5pp | 69.6%-61.1pp |
| Annual return | -7.54% | -16.54%+9.0pp | -0.27%-7.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $98 | $1,563-93.7% | $2,647-96.3% | $2,381-95.9% |
| Participant deferral / active EE | $837 | $2,566-67.4% | $3,835-78.2% | $3,470-75.9% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,848-100.0% | $4,888-100.0% |