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 | $15,842 | $46,732-66.1% | $156,549-89.9% | $55,167-71.3% |
| Participation rate | 24.0% | 65.8%-41.8pp | 84.0%-60.0pp | 69.0%-45.0pp |
| Annual return | 4.72% | 17.72%-13.0pp | 32.23%-27.5pp | 169.23%-164.5pp |
| Employer contribution / active EE | $378 | $2,105-82.0% | $5,501-93.1% | $1,963-80.7% |
| Participant deferral / active EE | $445 | $2,204-79.8% | $4,871-90.9% | $3,054-85.4% |
| Admin fee / account holder | $206 | $418-50.9% | $13,027-98.4% | $504-59.2% |