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 6-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 | $58,912 | $95,266-38.2% | $82,389-28.5% | $142,382-58.6% |
| Participation rate | 17.4% | 74.5%-57.1pp | 69.5%-52.2pp | 80.1%-62.7pp |
| Annual return | 12.23% | 25.74%-13.5pp | 28.67%-16.4pp | 217.08%-204.8pp |
| Employer contribution / active EE | $471 | $2,991-84.3% | $2,517-81.3% | $4,299-89.0% |
| Participant deferral / active EE | $2,226 | $4,809-53.7% | $4,155-46.4% | $6,507-65.8% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |