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 7-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 | $24,268 | $81,460-70.2% | $103,333-76.5% | $80,856-70.0% |
| Participation rate | 64.7% | 66.8%-2.1pp | 74.5%-9.8pp | 67.6%-2.9pp |
| Annual return | 11.94% | 25.55%-13.6pp | 24.88%-12.9pp | 35.59%-23.7pp |
| Employer contribution / active EE | $513 | $3,105-83.5% | $3,868-86.7% | $2,755-81.4% |
| Participant deferral / active EE | $1,606 | $3,869-58.5% | $5,057-68.3% | $4,296-62.6% |
| Admin fee / account holder | $265 | $6,566-96.0% | $8,355-96.8% | $6,918-96.2% |