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 | $12,745 | $57,016-77.6% | $84,966-85.0% | $80,856-84.2% |
| Participation rate | 37.9% | 56.3%-18.4pp | 67.5%-29.6pp | 67.6%-29.7pp |
| Annual return | 12.67% | 21.66%-9.0pp | 66.38%-53.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $318 | $1,798-82.3% | $2,727-88.3% | $2,755-88.4% |
| Participant deferral / active EE | $579 | $3,110-81.4% | $4,519-87.2% | $4,296-86.5% |
| Admin fee / account holder | $65 | $4,980-98.7% | $6,149-98.9% | $6,918-99.1% |