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 9-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 | $69,515-100.0% | $86,874-100.0% | $85,850-100.0% |
| Participation rate | 0.0% | 66.3%-66.3pp | 71.6%-71.6pp | 69.3%-69.3pp |
| Annual return | 18.34% | 20.12%-1.8pp | 63.52%-45.2pp | 318.53%-300.2pp |
| Employer contribution / active EE | $283 | $1,880-84.9% | $2,495-88.6% | $2,565-89.0% |
| Participant deferral / active EE | $1,298 | $2,919-55.5% | $3,699-64.9% | $3,952-67.2% |
| Admin fee / account holder | $0 | $5,972-100.0% | $5,828-100.0% | $6,260-100.0% |