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 | $35,040 | $84,233-58.4% | $170,442-79.4% | $70,131-50.0% |
| Participation rate | 16.9% | 70.8%-53.9pp | 83.6%-66.7pp | 69.5%-52.6pp |
| Annual return | 18.87% | 23.06%-4.2pp | 205.93%-187.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $577 | $3,086-81.3% | $4,939-88.3% | $3,332-82.7% |
| Admin fee / account holder | $281 | $5,698-95.1% | $13,880-98.0% | $4,645-93.9% |