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 | $21,802 | $90,503-75.9% | $78,689-72.3% | $273,961-92.0% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 12.42% | 75.60%-63.2pp | 62.18%-49.8pp | 41.45%-29.0pp |
| Employer contribution / active EE | $177 | $3,176-94.4% | $2,851-93.8% | $4,869-96.4% |
| Participant deferral / active EE | $275 | $3,901-92.9% | $3,517-92.2% | $5,287-94.8% |
| Admin fee / account holder | $84 | $5,263-98.4% | $4,510-98.1% | $10,132-99.2% |