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 | $41,620 | $80,968-48.6% | $96,544-56.9% | $75,163-44.6% |
| Participation rate | 29.8% | 71.8%-42.0pp | 76.0%-46.2pp | 67.2%-37.4pp |
| Annual return | 13.94% | 27.06%-13.1pp | 25.84%-11.9pp | 160.62%-146.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $442 | $3,928-88.8% | $4,851-90.9% | $4,125-89.3% |
| Admin fee / account holder | $247 | $6,724-96.3% | $8,252-97.0% | $5,651-95.6% |