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 8-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 | $40,083 | $89,355-55.1% | $141,162-71.6% | $72,985-45.1% |
| Participation rate | 14.3% | 75.1%-60.8pp | 82.5%-68.2pp | 69.5%-55.2pp |
| Annual return | 22.78% | 111.85%-89.1pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $391 | $3,114-87.4% | $4,735-91.7% | $2,440-84.0% |
| Participant deferral / active EE | $2,536 | $5,418-53.2% | $6,709-62.2% | $3,607-29.7% |
| Admin fee / account holder | $157 | $5,958-97.4% | $10,261-98.5% | $5,124-96.9% |