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 | $27,332 | $49,177-44.4% | $79,464-65.6% | $64,186-57.4% |
| Participation rate | 43.3% | 65.0%-21.7pp | 73.3%-30.0pp | 69.6%-26.2pp |
| Annual return | 11.11% | -1.16%+12.3pp | 718.14%-707.0pp | 7.63%+3.5pp |
| Employer contribution / active EE | $319 | $2,076-84.6% | $2,800-88.6% | $2,381-86.6% |
| Participant deferral / active EE | $464 | $2,821-83.6% | $3,704-87.5% | $3,470-86.6% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |