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 | $246,192 | $85,790+187.0% | $67,313+265.7% | $135,375+81.9% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.1%-35.7pp | 82.6%-49.3pp |
| Annual return | -4.91% | -0.54%-4.4pp | -4.08%-0.8pp | 519.73%-524.6pp |
| Employer contribution / active EE | $147 | $3,487-95.8% | $2,566-94.3% | $4,779-96.9% |
| Participant deferral / active EE | $3,390 | $4,651-27.1% | $3,568-5.0% | $5,609-39.6% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |