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 | $20,438 | $84,527-75.8% | $67,711-69.8% | $125,391-83.7% |
| Participation rate | 41.7% | 74.8%-33.1pp | 67.5%-25.9pp | 83.2%-41.5pp |
| Annual return | 0.93% | 2.57%-1.6pp | 25.41%-24.5pp | 282.22%-281.3pp |
| Employer contribution / active EE | $135 | $3,292-95.9% | $2,559-94.7% | $4,866-97.2% |
| Participant deferral / active EE | $307 | $4,429-93.1% | $3,585-91.4% | $5,352-94.3% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |