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 | $21,751 | $62,132-65.0% | $185,823-88.3% | $73,488-70.4% |
| Participation rate | 32.0% | 67.8%-35.8pp | 78.0%-46.0pp | 70.7%-38.7pp |
| Annual return | 24.71% | 20.44%+4.3pp | 35.95%-11.2pp | 28.51%-3.8pp |
| Employer contribution / active EE | $753 | $1,681-55.2% | $4,087-81.6% | $2,270-66.8% |
| Participant deferral / active EE | $1,383 | $3,711-62.7% | $5,632-75.4% | $3,740-63.0% |
| Admin fee / account holder | $268 | $419-36.1% | $9,500-97.2% | $513-47.9% |