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 | $20,995 | $56,897-63.1% | $84,750-75.2% | $62,891-66.6% |
| Participation rate | 14.6% | 68.5%-54.0pp | 76.6%-62.0pp | 69.3%-54.7pp |
| Annual return | 5.35% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $572 | $2,709-78.9% | $3,712-84.6% | $3,203-82.2% |
| Admin fee / account holder | $276 | $3,581-92.3% | $5,332-94.8% | $4,296-93.6% |