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 7-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 | $37,314 | $97,125-61.6% | $86,233-56.7% | $137,256-72.8% |
| Participation rate | 35.7% | 74.2%-38.5pp | 69.0%-33.3pp | 80.0%-44.2pp |
| Annual return | 18.34% | 74.19%-55.8pp | 61.39%-43.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $201 | $2,841-92.9% | $2,504-92.0% | $4,156-95.2% |
| Participant deferral / active EE | $1,500 | $5,180-71.0% | $4,559-67.1% | $6,407-76.6% |
| Admin fee / account holder | $20 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |