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 | $19,506 | $69,207-71.8% | $64,056-69.5% | $139,434-86.0% |
| Participation rate | 62.5% | 75.6%-13.1pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 20.34% | 45.88%-25.5pp | 33.69%-13.3pp | 372.94%-352.6pp |
| Employer contribution / active EE | $242 | $3,182-92.4% | $2,747-91.2% | $4,751-94.9% |
| Participant deferral / active EE | $2,179 | $4,682-53.5% | $3,880-43.9% | $6,710-67.5% |
| Admin fee / account holder | $156 | $4,244-96.3% | $3,068-94.9% | $11,403-98.6% |