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 | $28,732 | $136,307-78.9% | $106,619-73.1% | $273,961-89.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 78.0%-18.0pp | 83.0%-23.0pp |
| Annual return | 102.21% | 11.05%+91.2pp | 9.42%+92.8pp | 41.45%+60.8pp |
| Employer contribution / active EE | $884 | $5,190-83.0% | $3,947-77.6% | $4,869-81.8% |
| Participant deferral / active EE | $1,023 | $4,969-79.4% | $3,930-74.0% | $5,287-80.7% |
| Admin fee / account holder | $17 | $8,625-99.8% | $6,418-99.7% | $10,132-99.8% |