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 | $54,992 | $85,790-35.9% | $67,313-18.3% | $135,375-59.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -2.60% | -0.54%-2.1pp | -4.08%+1.5pp | 519.73%-522.3pp |
| Employer contribution / active EE | $311 | $3,487-91.1% | $2,566-87.9% | $4,779-93.5% |
| Participant deferral / active EE | $1,505 | $4,651-67.6% | $3,568-57.8% | $5,609-73.2% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |