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 | $149,374 | $90,519+65.0% | $93,789+59.3% | $134,475+11.1% |
| Participation rate | 33.3% | 82.0%-48.6pp | 81.0%-47.6pp | 81.2%-47.9pp |
| Annual return | -18.69% | -15.72%-3.0pp | -11.33%-7.4pp | 417.96%-436.6pp |
| Employer contribution / active EE | $0 | $4,343-100.0% | $4,323-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,937 | $5,978-17.4% | $6,094-19.0% | $6,400-22.9% |
| Admin fee / account holder | $0 | $9,252-100.0% | $7,195-100.0% | $11,426-100.0% |