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 | $183,687 | $85,790+114.1% | $67,313+172.9% | $135,375+35.7% |
| Participation rate | 18.2% | 76.5%-58.3pp | 69.1%-50.9pp | 82.6%-64.5pp |
| Annual return | -1.68% | -0.54%-1.1pp | -4.08%+2.4pp | 519.73%-521.4pp |
| Employer contribution / active EE | $195 | $3,487-94.4% | $2,566-92.4% | $4,779-95.9% |
| Participant deferral / active EE | $2,182 | $4,651-53.1% | $3,568-38.9% | $5,609-61.1% |
| Admin fee / account holder | $225 | $6,392-96.5% | $4,507-95.0% | $10,827-97.9% |