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 | $26,860 | $58,828-54.3% | $77,999-65.6% | $62,891-57.3% |
| Participation rate | 19.4% | 71.1%-51.7pp | 75.5%-56.2pp | 69.3%-50.0pp |
| Annual return | 7.48% | 17.16%-9.7pp | 425.96%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $361 | $2,686-86.5% | $3,497-89.7% | $3,203-88.7% |
| Admin fee / account holder | $271 | $4,393-93.8% | $5,480-95.1% | $4,296-93.7% |