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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,590-100.0% | $90,782-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 83.7%-83.7pp | 82.7%-82.7pp | 82.6%-82.6pp |
| Annual return | -5.11% | -3.40%-1.7pp | -3.42%-1.7pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,597 | $4,352-63.3% | $4,105-61.1% | $4,779-66.6% |
| Participant deferral / active EE | $1,212 | $5,407-77.6% | $5,366-77.4% | $5,609-78.4% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,827-100.0% |