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 | $25,655 | $54,541-53.0% | $78,778-67.4% | $70,131-63.4% |
| Participation rate | 37.0% | 60.8%-23.8pp | 69.2%-32.2pp | 69.5%-32.5pp |
| Annual return | 18.06% | 21.07%-3.0pp | 35.62%-17.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $863 | $2,210-60.9% | $2,958-70.8% | $3,332-74.1% |
| Admin fee / account holder | $145 | $3,709-96.1% | $5,134-97.2% | $4,645-96.9% |