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 | $15,186 | $49,177-69.1% | $79,464-80.9% | $64,186-76.3% |
| Participation rate | 36.7% | 65.0%-28.4pp | 73.3%-36.7pp | 69.6%-32.9pp |
| Annual return | 7.78% | -1.16%+8.9pp | 718.14%-710.4pp | 7.63%+0.1pp |
| Employer contribution / active EE | $1,265 | $2,076-39.1% | $2,800-54.8% | $2,381-46.9% |
| Participant deferral / active EE | $681 | $2,821-75.9% | $3,704-81.6% | $3,470-80.4% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |