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 | $34,252 | $94,529-63.8% | $140,016-75.5% | $64,186-46.6% |
| Participation rate | 10.0% | 84.1%-74.1pp | 87.5%-77.5pp | 69.6%-59.6pp |
| Annual return | 2.55% | 7.77%-5.2pp | 651.12%-648.6pp | 7.63%-5.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,066 | $5,250-79.7% | $6,927-84.6% | $3,470-69.3% |
| Admin fee / account holder | $120 | $6,741-98.2% | $10,705-98.9% | $4,888-97.6% |