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 | $14,782 | $43,327-65.9% | $59,878-75.3% | $64,186-77.0% |
| Participation rate | 43.9% | 69.2%-25.2pp | 74.7%-30.8pp | 69.6%-25.6pp |
| Annual return | -3.32% | -1.55%-1.8pp | 3.46%-6.8pp | 7.63%-10.9pp |
| Employer contribution / active EE | $144 | $2,028-92.9% | $2,722-94.7% | $2,381-93.9% |
| Participant deferral / active EE | $1,145 | $2,546-55.0% | $3,402-66.3% | $3,470-67.0% |
| Admin fee / account holder | $85 | $3,005-97.2% | $3,590-97.6% | $4,888-98.3% |