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 | $32,694 | $62,672-47.8% | $185,117-82.3% | $70,131-53.4% |
| Participation rate | 19.4% | 63.8%-44.3pp | 77.3%-57.8pp | 69.5%-50.1pp |
| Annual return | 16.96% | 40.79%-23.8pp | 40.50%-23.5pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $596 | $3,272-81.8% | $5,045-88.2% | $3,332-82.1% |
| Admin fee / account holder | $50 | $3,932-98.7% | $8,159-99.4% | $4,645-98.9% |