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 | $30,990 | $127,386-75.7% | $115,037-73.1% | $125,391-75.3% |
| Participation rate | 21.7% | 84.2%-62.4pp | 81.4%-59.6pp | 83.2%-61.5pp |
| Annual return | -1.52% | 31.28%-32.8pp | 26.14%-27.7pp | 282.22%-283.7pp |
| Employer contribution / active EE | $927 | $5,166-82.1% | $4,608-79.9% | $4,866-80.9% |
| Participant deferral / active EE | $1,262 | $6,423-80.4% | $6,026-79.1% | $5,352-76.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |