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 | $45,584 | $72,492-37.1% | $87,100-47.7% | $72,985-37.5% |
| Participation rate | 51.2% | 72.8%-21.6pp | 76.9%-25.6pp | 69.5%-18.3pp |
| Annual return | 18.97% | 24.46%-5.5pp | 28.19%-9.2pp | 81.00%-62.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $789 | $3,270-75.9% | $4,049-80.5% | $3,607-78.1% |
| Admin fee / account holder | $259 | $5,055-94.9% | $7,497-96.5% | $5,124-94.9% |