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 | $22,004 | $72,277-69.6% | $101,248-78.3% | $79,858-72.4% |
| Participation rate | 14.7% | 68.5%-53.8pp | 75.8%-61.1pp | 69.6%-54.9pp |
| Annual return | 13.32% | 22.30%-9.0pp | 46.47%-33.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $230 | $3,282-93.0% | $4,370-94.7% | $3,740-93.9% |
| Admin fee / account holder | $234 | $4,400-94.7% | $5,945-96.1% | $5,306-95.6% |