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 | $26,031 | $98,750-73.6% | $149,696-82.6% | $79,858-67.4% |
| Participation rate | 67.6% | 75.8%-8.1pp | 82.5%-14.8pp | 69.6%-2.0pp |
| Annual return | 14.31% | 27.43%-13.1pp | 276.60%-262.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $710 | $3,216-77.9% | $4,644-84.7% | $2,471-71.3% |
| Participant deferral / active EE | $2,266 | $5,680-60.1% | $6,842-66.9% | $3,740-39.4% |
| Admin fee / account holder | $163 | $6,053-97.3% | $9,309-98.3% | $5,306-96.9% |