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 | $33,840 | $93,346-63.7% | $71,796-52.9% | $273,961-87.6% |
| Participation rate | 34.8% | 76.5%-41.7pp | 69.1%-34.3pp | 83.0%-48.2pp |
| Annual return | 4.15% | 130.39%-126.2pp | 78.04%-73.9pp | 41.45%-37.3pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $673 | $3,475-80.6% | $2,794-75.9% | $5,287-87.3% |
| Admin fee / account holder | $13 | $6,571-99.8% | $4,815-99.7% | $10,132-99.9% |