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 | $25,457 | $77,813-67.3% | $123,544-79.4% | $64,186-60.3% |
| Participation rate | 29.6% | 74.7%-45.1pp | 82.3%-52.7pp | 69.6%-39.9pp |
| Annual return | -5.47% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,177 | $5,240-77.5% | $6,426-81.7% | $3,470-66.1% |
| Admin fee / account holder | $278 | $5,519-95.0% | $9,284-97.0% | $4,888-94.3% |