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 | $245,852 | $64,707+279.9% | $112,228+119.1% | $68,494+258.9% |
| Participation rate | 28.0% | 67.2%-39.2pp | 75.1%-47.1pp | 67.9%-39.9pp |
| Annual return | -8.20% | -11.40%+3.2pp | 27.45%-35.7pp | -7.84%-0.4pp |
| Employer contribution / active EE | $633 | $2,746-76.9% | $3,635-82.6% | $2,596-75.6% |
| Participant deferral / active EE | $1,585 | $3,565-55.5% | $4,728-66.5% | $4,027-60.6% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |