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 | $224,844 | $53,806+317.9% | $61,491+265.7% | $68,494+228.3% |
| Participation rate | 7.8% | 72.5%-64.6pp | 79.3%-71.5pp | 67.9%-60.1pp |
| Annual return | -16.51% | -15.68%-0.8pp | -12.98%-3.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $387 | $3,218-88.0% | $4,246-90.9% | $2,596-85.1% |
| Participant deferral / active EE | $1,005 | $3,678-72.7% | $5,188-80.6% | $4,027-75.0% |
| Admin fee / account holder | $25 | $5,999-99.6% | $4,312-99.4% | $5,403-99.5% |