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 3-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 | $25,429 | $109,881-76.9% | $150,045-83.1% | $84,808-70.0% |
| Participation rate | 27.6% | 76.1%-48.5pp | 82.3%-54.7pp | 68.3%-40.7pp |
| Annual return | 26.73% | 28.25%-1.5pp | 62.55%-35.8pp | 40.90%-14.2pp |
| Employer contribution / active EE | $389 | $3,561-89.1% | $4,693-91.7% | $2,631-85.2% |
| Participant deferral / active EE | $2,711 | $6,636-59.2% | $7,997-66.1% | $4,212-35.6% |
| Admin fee / account holder | $39 | $8,568-99.5% | $13,435-99.7% | $7,344-99.5% |