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 | $15,150 | $59,839-74.7% | $81,983-81.5% | $79,858-81.0% |
| Participation rate | 45.5% | 61.6%-16.2pp | 69.2%-23.8pp | 69.6%-24.2pp |
| Annual return | 19.10% | 17.56%+1.5pp | 41.31%-22.2pp | 31.71%-12.6pp |
| Employer contribution / active EE | $428 | $1,713-75.0% | $2,498-82.9% | $2,471-82.7% |
| Participant deferral / active EE | $758 | $2,695-71.9% | $3,722-79.6% | $3,740-79.7% |
| Admin fee / account holder | $259 | $4,287-94.0% | $5,664-95.4% | $5,306-95.1% |