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 | $53,973 | $60,349-10.6% | $74,183-27.2% | $62,891-14.2% |
| Participation rate | 60.0% | 72.7%-12.7pp | 76.6%-16.6pp | 69.3%-9.3pp |
| Annual return | 9.67% | 21.37%-11.7pp | 17.74%-8.1pp | 20.14%-10.5pp |
| Employer contribution / active EE | $491 | $1,680-70.8% | $2,370-79.3% | $2,281-78.5% |
| Participant deferral / active EE | $648 | $2,856-77.3% | $3,550-81.7% | $3,203-79.8% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |