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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,446-100.0% | $103,374-100.0% | $80,874-100.0% |
| Participation rate | 0.0% | 66.9%-66.9pp | 74.5%-74.5pp | 67.6%-67.6pp |
| Annual return | 12.30% | 25.57%-13.3pp | 24.89%-12.6pp | 35.62%-23.3pp |
| Employer contribution / active EE | $713 | $3,107-77.0% | $3,869-81.6% | $2,756-74.1% |
| Participant deferral / active EE | $1,654 | $3,870-57.3% | $5,058-67.3% | $4,297-61.5% |
| Admin fee / account holder | $0 | $6,715-100.0% | $8,394-100.0% | $6,935-100.0% |