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 | $38,959 | $99,341-60.8% | $84,750-54.0% | $273,961-85.8% |
| Participation rate | 30.4% | 80.7%-50.3pp | 76.6%-46.2pp | 83.0%-52.6pp |
| Annual return | 3.74% | 22.93%-19.2pp | 22.78%-19.0pp | 41.45%-37.7pp |
| Employer contribution / active EE | $766 | $4,214-81.8% | $3,574-78.6% | $4,869-84.3% |
| Participant deferral / active EE | $783 | $4,269-81.7% | $3,712-78.9% | $5,287-85.2% |
| Admin fee / account holder | $108 | $6,644-98.4% | $5,332-98.0% | $10,132-98.9% |