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 7-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 | $37,672 | $101,724-63.0% | $164,813-77.1% | $80,856-53.4% |
| Participation rate | 53.8% | 71.8%-18.0pp | 78.6%-24.8pp | 67.6%-13.8pp |
| Annual return | 10.92% | 16.72%-5.8pp | 69.93%-59.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $816 | $2,953-72.4% | $4,341-81.2% | $2,755-70.4% |
| Participant deferral / active EE | $3,475 | $4,477-22.4% | $6,031-42.4% | $4,296-19.1% |
| Admin fee / account holder | $289 | $8,227-96.5% | $12,690-97.7% | $6,918-95.8% |