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 | $45,985 | $49,280-6.7% | $67,313-31.7% | $64,186-28.4% |
| Participation rate | 25.0% | 60.8%-35.8pp | 69.1%-44.1pp | 69.6%-44.6pp |
| Annual return | -3.44% | -1.39%-2.0pp | -4.08%+0.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $283 | $2,484-88.6% | $3,568-92.1% | $3,470-91.8% |
| Admin fee / account holder | $0 | $3,863-100.0% | $4,507-100.0% | $4,888-100.0% |