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 | $52,938 | $93,071-43.1% | $74,583-29.0% | $273,961-80.7% |
| Participation rate | 29.4% | 74.9%-45.5pp | 68.1%-38.7pp | 83.0%-53.6pp |
| Annual return | 3.86% | 26.18%-22.3pp | 20.47%-16.6pp | 41.45%-37.6pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $69 | $4,160-98.3% | $3,458-98.0% | $5,287-98.7% |
| Admin fee / account holder | $121 | $5,272-97.7% | $4,138-97.1% | $10,132-98.8% |