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 | $24,889 | $46,553-46.5% | $64,056-61.1% | $75,163-66.9% |
| Participation rate | 15.5% | 65.9%-50.4pp | 72.3%-56.8pp | 67.2%-51.7pp |
| Annual return | 18.38% | 26.03%-7.7pp | 33.69%-15.3pp | 160.62%-142.2pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $738 | $2,837-74.0% | $3,880-81.0% | $4,125-82.1% |
| Admin fee / account holder | $196 | $2,952-93.4% | $3,068-93.6% | $5,651-96.5% |