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 | $28,146 | $85,202-67.0% | $172,739-83.7% | $72,985-61.4% |
| Participation rate | 33.9% | 70.1%-36.2pp | 82.6%-48.8pp | 69.5%-35.6pp |
| Annual return | 19.80% | 27.32%-7.5pp | 802.84%-783.0pp | 81.00%-61.2pp |
| Employer contribution / active EE | $204 | $3,324-93.9% | $5,143-96.0% | $2,440-91.6% |
| Participant deferral / active EE | $2,089 | $3,260-35.9% | $5,198-59.8% | $3,607-42.1% |
| Admin fee / account holder | $268 | $5,884-95.4% | $13,954-98.1% | $5,124-94.8% |