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 | $19,355 | $70,669-72.6% | $169,368-88.6% | $75,163-74.2% |
| Participation rate | 65.2% | 64.8%+0.4pp | 77.1%-11.9pp | 67.2%-2.0pp |
| Annual return | 15.73% | 36.36%-20.6pp | 405.60%-389.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $308 | $2,211-86.0% | $4,013-92.3% | $2,670-88.4% |
| Participant deferral / active EE | $2,069 | $4,311-52.0% | $6,221-66.7% | $4,125-49.9% |
| Admin fee / account holder | $284 | $5,402-94.7% | $9,003-96.8% | $5,651-95.0% |