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 | $36,157 | $45,035-19.7% | $62,995-42.6% | $70,131-48.4% |
| Participation rate | 7.0% | 69.5%-62.5pp | 74.8%-67.8pp | 69.5%-62.6pp |
| Annual return | 26.17% | 18.76%+7.4pp | 87.57%-61.4pp | 73.14%-47.0pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $426 | $2,465-82.7% | $3,329-87.2% | $3,332-87.2% |
| Admin fee / account holder | $71 | $2,834-97.5% | $3,600-98.0% | $4,645-98.5% |