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 | $36,671 | $90,503-59.5% | $78,689-53.4% | $273,961-86.6% |
| Participation rate | 44.4% | 76.5%-32.1pp | 73.6%-29.1pp | 83.0%-38.6pp |
| Annual return | 2.53% | 75.60%-73.1pp | 62.18%-59.6pp | 41.45%-38.9pp |
| Employer contribution / active EE | $12 | $3,176-99.6% | $2,851-99.6% | $4,869-99.8% |
| Participant deferral / active EE | $1,391 | $3,901-64.4% | $3,517-60.5% | $5,287-73.7% |
| Admin fee / account holder | $217 | $5,263-95.9% | $4,510-95.2% | $10,132-97.9% |