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 | $18,103 | $127,264-85.8% | $109,895-83.5% | $167,490-89.2% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.2%-9.5pp | 82.1%-17.4pp |
| Annual return | 10.73% | 22.97%-12.2pp | 29.45%-18.7pp | 478.56%-467.8pp |
| Employer contribution / active EE | $243 | $3,322-92.7% | $2,842-91.5% | $4,837-95.0% |
| Participant deferral / active EE | $196 | $4,514-95.7% | $4,048-95.2% | $6,341-96.9% |
| Admin fee / account holder | $31 | $7,114-99.6% | $6,066-99.5% | $12,309-99.7% |