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 | $55,406 | $93,571-40.8% | $135,903-59.2% | $75,163-26.3% |
| Participation rate | 26.7% | 75.2%-48.5pp | 81.9%-55.2pp | 67.2%-40.5pp |
| Annual return | 16.31% | 30.90%-14.6pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $463 | $3,537-86.9% | $4,856-90.5% | $2,670-82.6% |
| Participant deferral / active EE | $2,709 | $6,404-57.7% | $7,758-65.1% | $4,125-34.3% |
| Admin fee / account holder | $279 | $6,975-96.0% | $10,762-97.4% | $5,651-95.1% |