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 | $92,990 | $179,726-48.3% | $156,263-40.5% | $142,382-34.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 17.89% | 77.86%-60.0pp | 59.47%-41.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,700 | $5,069-66.5% | $4,333-60.8% | $4,299-60.5% |
| Participant deferral / active EE | $1,942 | $6,956-72.1% | $6,158-68.5% | $6,507-70.2% |
| Admin fee / account holder | $40 | $17,272-99.8% | $14,255-99.7% | $12,624-99.7% |