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 | $21,812 | $54,541-60.0% | $78,778-72.3% | $70,131-68.9% |
| Participation rate | 51.1% | 60.8%-9.7pp | 69.2%-18.1pp | 69.5%-18.4pp |
| Annual return | 14.57% | 21.07%-6.5pp | 35.62%-21.0pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $705 | $2,210-68.1% | $2,958-76.2% | $3,332-78.8% |
| Admin fee / account holder | $13 | $3,709-99.6% | $5,134-99.7% | $4,645-99.7% |