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 | $26,429 | $51,708-48.9% | $106,619-75.2% | $62,891-58.0% |
| Participation rate | 62.2% | 66.9%-4.7pp | 78.0%-15.8pp | 69.3%-7.1pp |
| Annual return | 6.97% | 4.69%+2.3pp | 9.42%-2.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,764-100.0% | $3,947-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $171 | $2,315-92.6% | $3,930-95.7% | $3,203-94.7% |
| Admin fee / account holder | $269 | $3,349-92.0% | $6,418-95.8% | $4,296-93.7% |