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 | $15,487 | $47,848-67.6% | $81,478-81.0% | $70,131-77.9% |
| Participation rate | 26.2% | 58.3%-32.1pp | 68.0%-41.8pp | 69.5%-43.4pp |
| Annual return | 15.22% | 27.25%-12.0pp | 38.78%-23.6pp | 73.14%-57.9pp |
| Employer contribution / active EE | $279 | $1,527-81.7% | $2,568-89.1% | $2,342-88.1% |
| Participant deferral / active EE | $4 | $2,453-99.8% | $3,537-99.9% | $3,332-99.9% |
| Admin fee / account holder | $273 | $3,145-91.3% | $4,561-94.0% | $4,645-94.1% |