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 | $20,039 | $93,170-78.5% | $100,534-80.1% | $84,808-76.4% |
| Participation rate | 59.7% | 75.8%-16.1pp | 80.6%-20.9pp | 68.3%-8.6pp |
| Annual return | 22.63% | 47.13%-24.5pp | 32.66%-10.0pp | 40.90%-18.3pp |
| Employer contribution / active EE | $446 | $3,985-88.8% | $4,346-89.7% | $2,631-83.0% |
| Participant deferral / active EE | $5,199 | $5,699-8.8% | $6,144-15.4% | $4,212+23.4% |
| Admin fee / account holder | $74 | $7,382-99.0% | $7,654-99.0% | $7,344-99.0% |