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 | $233,119 | $81,900+184.6% | $119,609+94.9% | $68,494+240.3% |
| Participation rate | 56.7% | 71.9%-15.2pp | 79.3%-22.6pp | 67.9%-11.2pp |
| Annual return | -16.96% | -23.82%+6.9pp | -14.97%-2.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $396 | $2,693-85.3% | $4,232-90.6% | $2,596-84.8% |
| Participant deferral / active EE | $2,638 | $4,148-36.4% | $5,602-52.9% | $4,027-34.5% |
| Admin fee / account holder | $42 | $6,582-99.4% | $10,323-99.6% | $5,403-99.2% |