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 | $155,180 | $82,664+87.7% | $125,339+23.8% | $68,494+126.6% |
| Participation rate | 50.9% | 75.0%-24.1pp | 82.4%-31.4pp | 67.9%-16.9pp |
| Annual return | -9.12% | -5.97%-3.1pp | 572.05%-581.2pp | -7.84%-1.3pp |
| Employer contribution / active EE | $230 | $3,381-93.2% | $4,814-95.2% | $2,596-91.1% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $11 | $6,275-99.8% | $10,010-99.9% | $5,403-99.8% |