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 | $40,619 | $88,707-54.2% | $74,183-45.2% | $273,961-85.2% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 6.38% | 11.94%-5.6pp | 17.74%-11.4pp | 41.45%-35.1pp |
| Employer contribution / active EE | $692 | $3,159-78.1% | $2,370-70.8% | $4,869-85.8% |
| Participant deferral / active EE | $693 | $4,212-83.5% | $3,550-80.5% | $5,287-86.9% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |