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 6-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 | $36,489 | $124,281-70.6% | $109,143-66.6% | $167,490-78.2% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 11.86% | 26.04%-14.2pp | 25.75%-13.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $495 | $4,207-88.2% | $3,722-86.7% | $4,837-89.8% |
| Participant deferral / active EE | $2,240 | $5,255-57.4% | $4,653-51.9% | $6,341-64.7% |
| Admin fee / account holder | $256 | $7,970-96.8% | $6,752-96.2% | $12,309-97.9% |