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 | $41,025 | $136,307-69.9% | $106,619-61.5% | $273,961-85.0% |
| Participation rate | 16.7% | 84.8%-68.1pp | 78.0%-61.3pp | 83.0%-66.3pp |
| Annual return | 3.59% | 11.05%-7.5pp | 9.42%-5.8pp | 41.45%-37.9pp |
| Employer contribution / active EE | $981 | $5,190-81.1% | $3,947-75.2% | $4,869-79.9% |
| Participant deferral / active EE | $981 | $4,969-80.3% | $3,930-75.1% | $5,287-81.5% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |