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 | $18,154 | $45,073-59.7% | $69,455-73.9% | $72,985-75.1% |
| Participation rate | 66.3% | 68.5%-2.2pp | 74.6%-8.3pp | 69.5%-3.2pp |
| Annual return | 14.64% | 22.65%-8.0pp | 28.97%-14.3pp | 81.00%-66.4pp |
| Employer contribution / active EE | $327 | $2,054-84.1% | $2,779-88.2% | $2,440-86.6% |
| Participant deferral / active EE | $2,587 | $2,602-0.6% | $3,535-26.8% | $3,607-28.3% |
| Admin fee / account holder | $40 | $3,056-98.7% | $3,839-99.0% | $5,124-99.2% |