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 | $184,398 | $57,354+221.5% | $83,848+119.9% | $64,186+187.3% |
| Participation rate | 61.3% | 68.6%-7.3pp | 76.1%-14.9pp | 69.6%-8.3pp |
| Annual return | -6.08% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,543 | $2,993+118.6% | $4,082+60.3% | $3,470+88.6% |
| Admin fee / account holder | $12 | $4,046-99.7% | $5,478-99.8% | $4,888-99.8% |