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 10-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 | $19,291 | $85,202-77.4% | $172,739-88.8% | $72,985-73.6% |
| Participation rate | 58.3% | 70.1%-11.7pp | 82.6%-24.3pp | 69.5%-11.2pp |
| Annual return | 19.52% | 27.32%-7.8pp | 802.84%-783.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $243 | $3,324-92.7% | $5,143-95.3% | $2,440-90.0% |
| Participant deferral / active EE | $2,548 | $3,260-21.8% | $5,198-51.0% | $3,607-29.4% |
| Admin fee / account holder | $65 | $5,884-98.9% | $13,954-99.5% | $5,124-98.7% |