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 | $14,505 | $84,233-82.8% | $170,442-91.5% | $70,131-79.3% |
| Participation rate | 27.6% | 70.8%-43.2pp | 83.6%-56.0pp | 69.5%-42.0pp |
| Annual return | 20.21% | 23.06%-2.9pp | 205.93%-185.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $241 | $3,387-92.9% | $5,433-95.6% | $2,342-89.7% |
| Participant deferral / active EE | $1,135 | $3,086-63.2% | $4,939-77.0% | $3,332-65.9% |
| Admin fee / account holder | $213 | $5,698-96.3% | $13,880-98.5% | $4,645-95.4% |