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 4-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 | $89,206 | $117,983-24.4% | $101,794-12.4% | $142,382-37.3% |
| Participation rate | 16.7% | 74.2%-57.6pp | 69.2%-52.5pp | 80.1%-63.5pp |
| Annual return | 22.20% | 36.92%-14.7pp | 30.53%-8.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $256 | $2,773-90.8% | $2,289-88.8% | $4,299-94.0% |
| Participant deferral / active EE | $2,666 | $4,714-43.4% | $4,084-34.7% | $6,507-59.0% |
| Admin fee / account holder | $40 | $10,433-99.6% | $8,777-99.5% | $12,624-99.7% |