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 | $19,771 | $45,073-56.1% | $69,455-71.5% | $72,985-72.9% |
| Participation rate | 35.4% | 68.5%-33.1pp | 74.6%-39.2pp | 69.5%-34.1pp |
| Annual return | 16.50% | 22.65%-6.1pp | 28.97%-12.5pp | 81.00%-64.5pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $638 | $2,602-75.5% | $3,535-81.9% | $3,607-82.3% |
| Admin fee / account holder | $99 | $3,056-96.8% | $3,839-97.4% | $5,124-98.1% |