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 | $215,231 | $62,603+243.8% | $104,294+106.4% | $66,914+221.7% |
| Participation rate | 15.3% | 59.6%-44.3pp | 73.3%-57.9pp | 69.8%-54.5pp |
| Annual return | -17.52% | -14.70%-2.8pp | 24.61%-42.1pp | 1.58%-19.1pp |
| Employer contribution / active EE | $452 | $1,972-77.1% | $3,372-86.6% | $2,544-82.2% |
| Participant deferral / active EE | $1,467 | $2,853-48.6% | $4,625-68.3% | $4,237-65.4% |
| Admin fee / account holder | $149 | $656-77.3% | $7,339-98.0% | $593-75.0% |