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 | $42,652 | $69,977-39.0% | $108,579-60.7% | $62,891-32.2% |
| Participation rate | 47.1% | 72.9%-25.8pp | 79.6%-32.5pp | 69.3%-22.2pp |
| Annual return | 5.25% | 10.73%-5.5pp | -51.70%+56.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $646 | $2,135-69.8% | $3,758-82.8% | $2,281-71.7% |
| Participant deferral / active EE | $1,272 | $3,165-59.8% | $4,311-70.5% | $3,203-60.3% |
| Admin fee / account holder | $191 | $5,076-96.2% | $7,645-97.5% | $4,296-95.5% |