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 | $59,805-100.0% | $79,550-100.0% | $68,494-100.0% |
| Participation rate | 0.0% | 61.1%-61.1pp | 69.5%-69.5pp | 67.9%-67.9pp |
| Annual return | -17.90% | -12.30%-5.6pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $42 | $1,505-97.2% | $2,413-98.3% | $2,596-98.4% |
| Participant deferral / active EE | $2,175 | $3,024-28.1% | $3,985-45.4% | $4,027-46.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |