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 | $19,043 | $52,836-64.0% | $105,738-82.0% | $64,186-70.3% |
| Participation rate | 8.9% | 66.5%-57.7pp | 76.3%-67.5pp | 69.6%-60.7pp |
| Annual return | -4.02% | 14.30%-18.3pp | 6.27%-10.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $169 | $2,545-93.4% | $4,080-95.9% | $3,470-95.1% |
| Admin fee / account holder | $29 | $3,959-99.3% | $6,913-99.6% | $4,888-99.4% |