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 | $0 | $99,032-100.0% | $80,019-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 78.4%-78.4pp | 75.8%-75.8pp | 82.6%-82.6pp |
| Annual return | -7.82% | 15.39%-23.2pp | 11.22%-19.0pp | 519.73%-527.6pp |
| Employer contribution / active EE | $393 | $3,043-87.1% | $2,468-84.1% | $4,779-91.8% |
| Participant deferral / active EE | $3,455 | $4,282-19.3% | $3,686-6.2% | $5,609-38.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |