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 3-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 | $33,471 | $101,724-67.1% | $164,813-79.7% | $80,856-58.6% |
| Participation rate | 67.9% | 71.8%-4.0pp | 78.6%-10.7pp | 67.6%+0.2pp |
| Annual return | 14.54% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $685 | $2,953-76.8% | $4,341-84.2% | $2,755-75.1% |
| Participant deferral / active EE | $5,343 | $4,477+19.3% | $6,031-11.4% | $4,296+24.4% |
| Admin fee / account holder | $20 | $8,227-99.8% | $12,690-99.8% | $6,918-99.7% |