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 | $11,540 | $43,327-73.4% | $59,878-80.7% | $64,186-82.0% |
| Participation rate | 56.5% | 69.2%-12.6pp | 74.7%-18.2pp | 69.6%-13.0pp |
| Annual return | 5.82% | -1.55%+7.4pp | 3.46%+2.4pp | 7.63%-1.8pp |
| Employer contribution / active EE | $1,339 | $2,028-34.0% | $2,722-50.8% | $2,381-43.7% |
| Participant deferral / active EE | $473 | $2,546-81.4% | $3,402-86.1% | $3,470-86.4% |
| Admin fee / account holder | $35 | $3,005-98.9% | $3,590-99.0% | $4,888-99.3% |