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 | $32,412 | $81,460-60.2% | $103,333-68.6% | $80,856-59.9% |
| Participation rate | 23.3% | 66.8%-43.5pp | 74.5%-51.2pp | 67.6%-44.3pp |
| Annual return | 12.40% | 25.55%-13.1pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $782 | $3,105-74.8% | $3,868-79.8% | $2,755-71.6% |
| Participant deferral / active EE | $1,691 | $3,869-56.3% | $5,057-66.6% | $4,296-60.6% |
| Admin fee / account holder | $2 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |