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 | $32,822 | $153,772-78.7% | $133,980-75.5% | $273,961-88.0% |
| Participation rate | 47.6% | 88.4%-40.7pp | 87.1%-39.4pp | 83.0%-35.4pp |
| Annual return | 3.71% | 36.51%-32.8pp | 29.30%-25.6pp | 41.45%-37.7pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,804 | $6,958-74.1% | $6,282-71.3% | $5,287-65.9% |
| Admin fee / account holder | $52 | $11,765-99.6% | $9,324-99.4% | $10,132-99.5% |