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 | $13,986 | $76,407-81.7% | $150,298-90.7% | $82,448-83.0% |
| Participation rate | 6.8% | 66.4%-59.6pp | 77.8%-71.0pp | 68.1%-61.3pp |
| Annual return | 17.73% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $25 | $3,214-99.2% | $5,453-99.5% | $4,139-99.4% |
| Admin fee / account holder | $20 | $6,352-99.7% | $14,116-99.9% | $7,234-99.7% |