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 | $14,611 | $46,553-68.6% | $64,056-77.2% | $75,163-80.6% |
| Participation rate | 55.3% | 65.9%-10.7pp | 72.3%-17.0pp | 67.2%-11.9pp |
| Annual return | 11.90% | 26.03%-14.1pp | 33.69%-21.8pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,465 | $1,974-25.8% | $2,747-46.7% | $2,670-45.1% |
| Participant deferral / active EE | $542 | $2,837-80.9% | $3,880-86.0% | $4,125-86.9% |
| Admin fee / account holder | $18 | $2,952-99.4% | $3,068-99.4% | $5,651-99.7% |