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 | $144,457 | $46,674+209.5% | $117,472+23.0% | $68,494+110.9% |
| Participation rate | 28.6% | 56.8%-28.2pp | 70.6%-42.0pp | 67.9%-39.3pp |
| Annual return | -15.41% | -14.52%-0.9pp | 29.74%-45.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $75 | $1,505-95.0% | $4,176-98.2% | $2,596-97.1% |
| Participant deferral / active EE | $3,497 | $2,636+32.7% | $4,070-14.1% | $4,027-13.2% |
| Admin fee / account holder | $231 | $4,020-94.3% | $5,645-95.9% | $5,403-95.7% |