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 | $25,099 | $43,327-42.1% | $59,878-58.1% | $64,186-60.9% |
| Participation rate | 50.0% | 69.2%-19.2pp | 74.7%-24.7pp | 69.6%-19.6pp |
| Annual return | 9.47% | -1.55%+11.0pp | 3.46%+6.0pp | 7.63%+1.8pp |
| Employer contribution / active EE | $418 | $2,028-79.4% | $2,722-84.6% | $2,381-82.4% |
| Participant deferral / active EE | $517 | $2,546-79.7% | $3,402-84.8% | $3,470-85.1% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |