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 | $96,036 | $127,100-24.4% | $105,738-9.2% | $135,375-29.1% |
| Participation rate | 25.0% | 82.7%-57.7pp | 76.3%-51.3pp | 82.6%-57.6pp |
| Annual return | -8.18% | 4.49%-12.7pp | 6.27%-14.5pp | 519.73%-527.9pp |
| Employer contribution / active EE | $938 | $4,107-77.2% | $3,268-71.3% | $4,779-80.4% |
| Participant deferral / active EE | $938 | $5,064-81.5% | $4,080-77.0% | $5,609-83.3% |
| Admin fee / account holder | $259 | $9,087-97.2% | $6,913-96.3% | $10,827-97.6% |