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 7-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 | $48,800 | $114,381-57.3% | $107,525-54.6% | $142,382-65.7% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 13.89% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $822 | $4,015-79.5% | $3,754-78.1% | $4,299-80.9% |
| Participant deferral / active EE | $1,017 | $5,564-81.7% | $5,116-80.1% | $6,507-84.4% |
| Admin fee / account holder | $195 | $9,860-98.0% | $8,919-97.8% | $12,624-98.5% |