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 | $26,339 | $77,813-66.2% | $123,544-78.7% | $64,186-59.0% |
| Participation rate | 26.8% | 74.7%-47.9pp | 82.3%-55.5pp | 69.6%-42.7pp |
| Annual return | -3.70% | 12.48%-16.2pp | 119.20%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $643 | $3,014-78.6% | $4,628-86.1% | $2,381-73.0% |
| Participant deferral / active EE | $727 | $5,240-86.1% | $6,426-88.7% | $3,470-79.0% |
| Admin fee / account holder | $130 | $5,519-97.6% | $9,284-98.6% | $4,888-97.3% |