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 | $18,388 | $91,190-79.8% | $178,490-89.7% | $79,858-77.0% |
| Participation rate | 17.1% | 69.2%-52.1pp | 81.9%-64.8pp | 69.6%-52.5pp |
| Annual return | 17.66% | 24.19%-6.5pp | 151.07%-133.4pp | 31.71%-14.1pp |
| Employer contribution / active EE | $826 | $3,256-74.6% | $5,011-83.5% | $2,471-66.6% |
| Participant deferral / active EE | $380 | $3,236-88.3% | $5,202-92.7% | $3,740-89.8% |
| Admin fee / account holder | $245 | $6,751-96.4% | $13,984-98.2% | $5,306-95.4% |