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 | $32,243 | $59,839-46.1% | $81,983-60.7% | $79,858-59.6% |
| Participation rate | 55.2% | 61.6%-6.4pp | 69.2%-14.1pp | 69.6%-14.5pp |
| Annual return | 14.16% | 17.56%-3.4pp | 41.31%-27.1pp | 31.71%-17.6pp |
| Employer contribution / active EE | $292 | $1,713-82.9% | $2,498-88.3% | $2,471-88.2% |
| Participant deferral / active EE | $825 | $2,695-69.4% | $3,722-77.8% | $3,740-77.9% |
| Admin fee / account holder | $10 | $4,287-99.8% | $5,664-99.8% | $5,306-99.8% |