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 | $18,876 | $32,037-41.1% | $69,182-72.7% | $62,891-70.0% |
| Participation rate | 6.1% | 43.4%-37.4pp | 55.1%-49.1pp | 69.3%-63.2pp |
| Annual return | 8.77% | 15.16%-6.4pp | -21.93%+30.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $83 | $679-87.8% | $1,206-93.1% | $2,281-96.4% |
| Participant deferral / active EE | $252 | $1,185-78.7% | $1,897-86.7% | $3,203-92.1% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |