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 | $22,006 | $50,958-56.8% | $74,550-70.5% | $64,186-65.7% |
| Participation rate | 38.5% | 61.1%-22.5pp | 69.1%-30.6pp | 69.6%-31.0pp |
| Annual return | -6.59% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $298 | $1,115-73.2% | $1,961-84.8% | $2,381-87.5% |
| Participant deferral / active EE | $979 | $2,301-57.5% | $3,108-68.5% | $3,470-71.8% |
| Admin fee / account holder | $134 | $4,223-96.8% | $5,060-97.4% | $4,888-97.3% |