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 | $19,877 | $45,073-55.9% | $69,455-71.4% | $72,985-72.8% |
| Participation rate | 21.0% | 68.5%-47.5pp | 74.6%-53.6pp | 69.5%-48.5pp |
| Annual return | 27.96% | 22.65%+5.3pp | 28.97%-1.0pp | 81.00%-53.0pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $579 | $2,602-77.7% | $3,535-83.6% | $3,607-83.9% |
| Admin fee / account holder | $43 | $3,056-98.6% | $3,839-98.9% | $5,124-99.2% |