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 | $20,834 | $88,707-76.5% | $74,183-71.9% | $273,961-92.4% |
| Participation rate | 58.3% | 79.4%-21.1pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 8.17% | 11.94%-3.8pp | 17.74%-9.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $771 | $4,212-81.7% | $3,550-78.3% | $5,287-85.4% |
| Admin fee / account holder | $5 | $8,717-99.9% | $5,586-99.9% | $10,132-100.0% |