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 | $26,621 | $92,222-71.1% | $76,768-65.3% | $135,375-80.3% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | -0.35% | 5.46%-5.8pp | 2.43%-2.8pp | 519.73%-520.1pp |
| Employer contribution / active EE | $853 | $3,216-73.5% | $2,485-65.7% | $4,779-82.2% |
| Participant deferral / active EE | $1,327 | $4,509-70.6% | $3,852-65.6% | $5,609-76.3% |
| Admin fee / account holder | $25 | $10,748-99.8% | $6,675-99.6% | $10,827-99.8% |