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 | $24,484 | $43,327-43.5% | $59,878-59.1% | $64,186-61.9% |
| Participation rate | 16.4% | 69.2%-52.8pp | 74.7%-58.3pp | 69.6%-53.2pp |
| Annual return | -1.34% | -1.55%+0.2pp | 3.46%-4.8pp | 7.63%-9.0pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $163 | $2,546-93.6% | $3,402-95.2% | $3,470-95.3% |
| Admin fee / account holder | $14 | $3,005-99.5% | $3,590-99.6% | $4,888-99.7% |