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 5-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 | $16,511 | $106,515-84.5% | $96,683-82.9% | $139,434-88.2% |
| Participation rate | 21.4% | 77.8%-56.4pp | 74.3%-52.9pp | 80.3%-58.9pp |
| Annual return | 19.34% | 38.43%-19.1pp | 35.69%-16.4pp | 372.94%-353.6pp |
| Employer contribution / active EE | $720 | $4,103-82.4% | $3,737-80.7% | $4,751-84.8% |
| Participant deferral / active EE | $1,854 | $5,454-66.0% | $4,878-62.0% | $6,710-72.4% |
| Admin fee / account holder | $128 | $7,877-98.4% | $6,730-98.1% | $11,403-98.9% |