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 | $40,971 | $138,065-70.3% | $123,544-66.8% | $135,375-69.7% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -1.12% | 153.68%-154.8pp | 119.20%-120.3pp | 519.73%-520.9pp |
| Employer contribution / active EE | $653 | $5,151-87.3% | $4,628-85.9% | $4,779-86.3% |
| Participant deferral / active EE | $4,783 | $6,799-29.6% | $6,426-25.6% | $5,609-14.7% |
| Admin fee / account holder | $7 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |