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 | $14,764 | $91,190-83.8% | $178,490-91.7% | $79,858-81.5% |
| Participation rate | 29.5% | 69.2%-39.7pp | 81.9%-52.4pp | 69.6%-40.1pp |
| Annual return | 19.06% | 24.19%-5.1pp | 151.07%-132.0pp | 31.71%-12.7pp |
| Employer contribution / active EE | $529 | $3,256-83.8% | $5,011-89.4% | $2,471-78.6% |
| Participant deferral / active EE | $615 | $3,236-81.0% | $5,202-88.2% | $3,740-83.6% |
| Admin fee / account holder | $245 | $6,751-96.4% | $13,984-98.3% | $5,306-95.4% |