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 | $22,896 | $47,848-52.1% | $81,478-71.9% | $70,131-67.4% |
| Participation rate | 30.8% | 58.3%-27.5pp | 68.0%-37.2pp | 69.5%-38.8pp |
| Annual return | 19.76% | 27.25%-7.5pp | 38.78%-19.0pp | 73.14%-53.4pp |
| Employer contribution / active EE | $438 | $1,527-71.3% | $2,568-82.9% | $2,342-81.3% |
| Participant deferral / active EE | $567 | $2,453-76.9% | $3,537-84.0% | $3,332-83.0% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |