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 | $99,886 | $211,958-52.9% | $169,463-41.1% | $135,375-26.2% |
| Participation rate | 25.0% | 82.6%-57.6pp | 77.8%-52.8pp | 82.6%-57.6pp |
| Annual return | 3.99% | 3.26%+0.7pp | 1.83%+2.2pp | 519.73%-515.7pp |
| Employer contribution / active EE | $38 | $5,120-99.3% | $4,159-99.1% | $4,779-99.2% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |