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 | $46,385 | $96,557-52.0% | $80,975-42.7% | $273,961-83.1% |
| Participation rate | 53.8% | 79.1%-25.2pp | 75.8%-22.0pp | 83.0%-29.2pp |
| Annual return | 4.72% | 15.14%-10.4pp | 17.10%-12.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,039 | $4,868-78.7% | $3,714-72.0% | $4,869-78.7% |
| Participant deferral / active EE | $877 | $6,598-86.7% | $5,696-84.6% | $5,287-83.4% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |