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 | $13,815 | $42,383-67.4% | $76,523-81.9% | $64,186-78.5% |
| Participation rate | 21.7% | 58.1%-36.5pp | 68.0%-46.3pp | 69.6%-47.9pp |
| Annual return | -5.33% | -16.54%+11.2pp | -0.27%-5.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $218 | $2,566-91.5% | $3,835-94.3% | $3,470-93.7% |
| Admin fee / account holder | $58 | $3,198-98.2% | $4,848-98.8% | $4,888-98.8% |