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 | $38,123 | $79,944-52.3% | $98,439-61.3% | $75,163-49.3% |
| Participation rate | 25.7% | 70.4%-44.7pp | 75.2%-49.4pp | 67.2%-41.5pp |
| Annual return | 13.28% | 19.75%-6.5pp | 21.16%-7.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $391 | $3,752-89.6% | $4,738-91.7% | $4,125-90.5% |
| Admin fee / account holder | $31 | $6,840-99.5% | $8,948-99.7% | $5,651-99.4% |