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 | $36,284 | $86,699-58.1% | $73,307-50.5% | $125,391-71.1% |
| Participation rate | 37.5% | 78.6%-41.1pp | 74.9%-37.4pp | 83.2%-45.7pp |
| Annual return | 1.80% | 2.78%-1.0pp | 5.67%-3.9pp | 282.22%-280.4pp |
| Employer contribution / active EE | $514 | $4,152-87.6% | $3,237-84.1% | $4,866-89.4% |
| Participant deferral / active EE | $514 | $5,550-90.7% | $4,991-89.7% | $5,352-90.4% |
| Admin fee / account holder | $0 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |