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 | $45,902 | $83,477-45.0% | $125,175-63.3% | $72,985-37.1% |
| Participation rate | 66.7% | 73.3%-6.6pp | 79.8%-13.1pp | 69.5%-2.8pp |
| Annual return | 21.87% | 25.78%-3.9pp | 43.79%-21.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $321 | $2,345-86.3% | $3,865-91.7% | $2,440-86.8% |
| Participant deferral / active EE | $2,617 | $3,585-27.0% | $4,937-47.0% | $3,607-27.5% |
| Admin fee / account holder | $234 | $5,517-95.8% | $9,702-97.6% | $5,124-95.4% |