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 | $33,584 | $64,121-47.6% | $78,805-57.4% | $116,875-71.3% |
| Participation rate | 37.8% | 71.0%-33.1pp | 73.6%-35.7pp | 74.5%-36.7pp |
| Annual return | 21.04% | 16.32%+4.7pp | -2.71%+23.7pp | 16.29%+4.7pp |
| Employer contribution / active EE | $566 | $2,257-74.9% | $4,059-86.1% | $3,288-82.8% |
| Participant deferral / active EE | $1,649 | $2,757-40.2% | $3,584-54.0% | $3,885-57.6% |
| Admin fee / account holder | $115 | $5,745-98.0% | $5,677-98.0% | $12,263-99.1% |