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 | $19,562 | $84,233-76.8% | $170,442-88.5% | $70,131-72.1% |
| Participation rate | 22.9% | 70.8%-47.9pp | 83.6%-60.7pp | 69.5%-46.6pp |
| Annual return | 15.58% | 23.06%-7.5pp | 205.93%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $316 | $3,387-90.7% | $5,433-94.2% | $2,342-86.5% |
| Participant deferral / active EE | $870 | $3,086-71.8% | $4,939-82.4% | $3,332-73.9% |
| Admin fee / account holder | $270 | $5,698-95.3% | $13,880-98.1% | $4,645-94.2% |