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 | $34,734 | $176,056-80.3% | $159,436-78.2% | $167,490-79.3% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 17.62% | 331.75%-314.1pp | 263.57%-245.9pp | 478.56%-460.9pp |
| Employer contribution / active EE | $984 | $5,297-81.4% | $4,829-79.6% | $4,837-79.7% |
| Participant deferral / active EE | $2,247 | $7,750-71.0% | $7,352-69.4% | $6,341-64.6% |
| Admin fee / account holder | $175 | $12,554-98.6% | $10,799-98.4% | $12,309-98.6% |