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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,692 | $49,227-58.0% | $70,449-70.6% | $79,858-74.1% |
| Participation rate | 6.8% | 69.2%-62.3pp | 75.1%-68.2pp | 69.6%-62.8pp |
| Annual return | 16.61% | 30.06%-13.5pp | 109.03%-92.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $230 | $2,768-91.7% | $3,709-93.8% | $3,740-93.8% |
| Admin fee / account holder | $156 | $2,878-94.6% | $3,845-95.9% | $5,306-97.1% |