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 | $127,777-100.0% | $106,548-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 76.1%-76.1pp | 82.1%-82.1pp |
| Annual return | 18.49% | 33.87%-15.4pp | 26.80%-8.3pp | 478.56%-460.1pp |
| Employer contribution / active EE | $472 | $3,427-86.2% | $2,819-83.3% | $4,837-90.2% |
| Participant deferral / active EE | $6,942 | $5,087+36.5% | $4,398+57.8% | $6,341+9.5% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |