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 | $15,756 | $48,076-67.2% | $78,689-80.0% | $62,891-74.9% |
| Participation rate | 16.7% | 65.2%-48.5pp | 73.6%-56.9pp | 69.3%-52.6pp |
| Annual return | 10.58% | 31.35%-20.8pp | 62.18%-51.6pp | 20.14%-9.6pp |
| Employer contribution / active EE | $358 | $2,015-82.3% | $2,851-87.5% | $2,281-84.3% |
| Participant deferral / active EE | $472 | $2,588-81.8% | $3,517-86.6% | $3,203-85.3% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |