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 | $25,598 | $93,071-72.5% | $74,583-65.7% | $273,961-90.7% |
| Participation rate | 40.0% | 74.9%-34.9pp | 68.1%-28.1pp | 83.0%-43.0pp |
| Annual return | 4.05% | 26.18%-22.1pp | 20.47%-16.4pp | 41.45%-37.4pp |
| Employer contribution / active EE | $164 | $3,160-94.8% | $2,525-93.5% | $4,869-96.6% |
| Participant deferral / active EE | $370 | $4,160-91.1% | $3,458-89.3% | $5,287-93.0% |
| Admin fee / account holder | $102 | $5,272-98.1% | $4,138-97.5% | $10,132-99.0% |