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 | $20,761 | $69,518-70.1% | $59,878-65.3% | $135,375-84.7% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.7%-49.7pp | 82.6%-57.6pp |
| Annual return | -5.87% | 7.94%-13.8pp | 3.46%-9.3pp | 519.73%-525.6pp |
| Employer contribution / active EE | $504 | $3,235-84.4% | $2,722-81.5% | $4,779-89.4% |
| Participant deferral / active EE | $579 | $4,206-86.2% | $3,402-83.0% | $5,609-89.7% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |