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 | $36,281 | $105,126-65.5% | $94,646-61.7% | $139,434-74.0% |
| Participation rate | 42.9% | 82.4%-39.5pp | 80.8%-38.0pp | 80.3%-37.5pp |
| Annual return | 17.60% | 38.03%-20.4pp | 156.71%-139.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $825 | $4,106-79.9% | $3,672-77.5% | $4,751-82.6% |
| Participant deferral / active EE | $936 | $7,599-87.7% | $7,418-87.4% | $6,710-86.0% |
| Admin fee / account holder | $10 | $8,984-99.9% | $7,231-99.9% | $11,403-99.9% |