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 | $22,253 | $56,897-60.9% | $84,750-73.7% | $62,891-64.6% |
| Participation rate | 23.7% | 68.5%-44.9pp | 76.6%-52.9pp | 69.3%-45.6pp |
| Annual return | 5.72% | 6.30%-0.6pp | 22.78%-17.1pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $299 | $2,709-89.0% | $3,712-91.9% | $3,203-90.7% |
| Admin fee / account holder | $100 | $3,581-97.2% | $5,332-98.1% | $4,296-97.7% |