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 | $23,737 | $211,958-88.8% | $169,463-86.0% | $135,375-82.5% |
| Participation rate | 23.1% | 82.6%-59.6pp | 77.8%-54.7pp | 82.6%-59.6pp |
| Annual return | -5.90% | 3.26%-9.2pp | 1.83%-7.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $92 | $6,075-98.5% | $5,277-98.3% | $5,609-98.4% |
| Admin fee / account holder | $15 | $11,471-99.9% | $9,109-99.8% | $10,827-99.9% |