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 | $12,493 | $46,553-73.2% | $64,056-80.5% | $75,163-83.4% |
| Participation rate | 27.6% | 65.9%-38.4pp | 72.3%-44.7pp | 67.2%-39.6pp |
| Annual return | 13.18% | 26.03%-12.9pp | 33.69%-20.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $495 | $1,974-74.9% | $2,747-82.0% | $2,670-81.5% |
| Participant deferral / active EE | $586 | $2,837-79.3% | $3,880-84.9% | $4,125-85.8% |
| Admin fee / account holder | $43 | $2,952-98.5% | $3,068-98.6% | $5,651-99.2% |