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 | $14,561 | $45,073-67.7% | $69,455-79.0% | $72,985-80.0% |
| Participation rate | 14.3% | 68.5%-54.2pp | 74.6%-60.3pp | 69.5%-55.2pp |
| Annual return | 13.51% | 22.65%-9.1pp | 28.97%-15.5pp | 81.00%-67.5pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $285 | $2,602-89.1% | $3,535-91.9% | $3,607-92.1% |
| Admin fee / account holder | $38 | $3,056-98.8% | $3,839-99.0% | $5,124-99.3% |