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 | $71,191 | $81,900-13.1% | $119,609-40.5% | $68,494+3.9% |
| Participation rate | 29.0% | 71.9%-42.9pp | 79.3%-50.2pp | 67.9%-38.9pp |
| Annual return | -15.02% | -23.82%+8.8pp | -14.97%-0.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $280 | $2,693-89.6% | $4,232-93.4% | $2,596-89.2% |
| Participant deferral / active EE | $2,172 | $4,148-47.6% | $5,602-61.2% | $4,027-46.1% |
| Admin fee / account holder | $0 | $6,582-100.0% | $10,323-100.0% | $5,403-100.0% |