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 | $21,284 | $73,867-71.2% | $143,757-85.2% | $68,494-68.9% |
| Participation rate | 59.3% | 66.7%-7.4pp | 80.3%-21.0pp | 67.9%-8.6pp |
| Annual return | -16.53% | 1.01%-17.5pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,281 | $3,184-59.8% | $4,951-74.1% | $2,596-50.7% |
| Participant deferral / active EE | $409 | $3,384-87.9% | $5,637-92.7% | $4,027-89.8% |
| Admin fee / account holder | $208 | $5,755-96.4% | $14,673-98.6% | $5,403-96.2% |