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 9-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 | $28,395 | $61,272-53.7% | $149,673-81.0% | $71,457-60.3% |
| Participation rate | 34.1% | 62.5%-28.4pp | 78.8%-44.6pp | 67.9%-33.8pp |
| Annual return | 19.96% | 35.85%-15.9pp | 134.42%-114.5pp | 28.85%-8.9pp |
| Employer contribution / active EE | $68 | $2,378-97.1% | $4,818-98.6% | $2,588-97.4% |
| Participant deferral / active EE | $2,189 | $2,917-25.0% | $5,680-61.5% | $4,289-49.0% |
| Admin fee / account holder | $47 | $1,261-96.2% | $13,210-99.6% | $1,587-97.0% |