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 | $21,447 | $52,279-59.0% | $89,391-76.0% | $79,858-73.1% |
| Participation rate | 24.0% | 57.5%-33.5pp | 68.0%-44.0pp | 69.6%-45.6pp |
| Annual return | 12.08% | 22.16%-10.1pp | 245.62%-233.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $269 | $1,572-82.9% | $2,586-89.6% | $2,471-89.1% |
| Participant deferral / active EE | $314 | $2,740-88.5% | $3,890-91.9% | $3,740-91.6% |
| Admin fee / account holder | $183 | $3,356-94.6% | $4,881-96.3% | $5,306-96.6% |