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 | $27,049 | $43,075-37.2% | $74,583-63.7% | $62,891-57.0% |
| Participation rate | 17.2% | 58.1%-40.8pp | 68.1%-50.9pp | 69.3%-52.1pp |
| Annual return | 8.13% | 17.50%-9.4pp | 20.47%-12.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $347 | $1,498-76.9% | $2,525-86.3% | $2,281-84.8% |
| Participant deferral / active EE | $729 | $2,389-69.5% | $3,458-78.9% | $3,203-77.2% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |