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 | $177,814 | $32,117+453.6% | $71,086+150.1% | $64,186+177.0% |
| Participation rate | 59.3% | 42.7%+16.6pp | 54.7%+4.6pp | 69.6%-10.3pp |
| Annual return | -5.68% | -5.57%-0.1pp | 650.59%-656.3pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,146 | $1,263+149.1% | $1,874+67.8% | $3,470-9.3% |
| Admin fee / account holder | $114 | $2,759-95.9% | $3,082-96.3% | $4,888-97.7% |