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 | $33,804 | $77,813-56.6% | $123,544-72.6% | $64,186-47.3% |
| Participation rate | 67.9% | 74.7%-6.9pp | 82.3%-14.4pp | 69.6%-1.7pp |
| Annual return | -4.70% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $669 | $3,014-77.8% | $4,628-85.5% | $2,381-71.9% |
| Participant deferral / active EE | $1,933 | $5,240-63.1% | $6,426-69.9% | $3,470-44.3% |
| Admin fee / account holder | $168 | $5,519-97.0% | $9,284-98.2% | $4,888-96.6% |