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 | $44,554 | $61,660-27.7% | $80,019-44.3% | $64,186-30.6% |
| Participation rate | 54.2% | 71.7%-17.5pp | 75.8%-21.6pp | 69.6%-15.4pp |
| Annual return | -6.78% | -0.33%-6.4pp | 11.22%-18.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $733 | $1,810-59.5% | $2,468-70.3% | $2,381-69.2% |
| Participant deferral / active EE | $934 | $2,968-68.5% | $3,686-74.6% | $3,470-73.1% |
| Admin fee / account holder | $223 | $5,417-95.9% | $6,521-96.6% | $4,888-95.4% |