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 | $30,454 | $77,813-60.9% | $123,544-75.3% | $64,186-52.6% |
| Participation rate | 62.9% | 74.7%-11.9pp | 82.3%-19.4pp | 69.6%-6.7pp |
| Annual return | -4.55% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $943 | $3,014-68.7% | $4,628-79.6% | $2,381-60.4% |
| Participant deferral / active EE | $1,199 | $5,240-77.1% | $6,426-81.3% | $3,470-65.4% |
| Admin fee / account holder | $290 | $5,519-94.7% | $9,284-96.9% | $4,888-94.1% |