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 | $35,761 | $72,492-50.7% | $87,100-58.9% | $72,985-51.0% |
| Participation rate | 26.7% | 72.8%-46.1pp | 76.9%-50.2pp | 69.5%-42.8pp |
| Annual return | 20.59% | 24.46%-3.9pp | 28.19%-7.6pp | 81.00%-60.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $881 | $3,270-73.1% | $4,049-78.2% | $3,607-75.6% |
| Admin fee / account holder | $150 | $5,055-97.0% | $7,497-98.0% | $5,124-97.1% |