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 | $15,736 | $45,035-65.1% | $62,995-75.0% | $70,131-77.6% |
| Participation rate | 25.4% | 69.5%-44.1pp | 74.8%-49.4pp | 69.5%-44.1pp |
| Annual return | 15.30% | 18.76%-3.5pp | 87.57%-72.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $305 | $2,465-87.6% | $3,329-90.8% | $3,332-90.8% |
| Admin fee / account holder | $252 | $2,834-91.1% | $3,600-93.0% | $4,645-94.6% |