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 | $31,361 | $165,984-81.1% | $164,813-81.0% | $145,922-78.5% |
| Participation rate | 38.9% | 82.0%-43.1pp | 78.6%-39.7pp | 80.3%-41.4pp |
| Annual return | 13.89% | 100.03%-86.1pp | 69.93%-56.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,073 | $5,273-60.7% | $4,341-52.2% | $4,660-55.5% |
| Participant deferral / active EE | $1,851 | $6,959-73.4% | $6,031-69.3% | $6,688-72.3% |
| Admin fee / account holder | $168 | $16,648-99.0% | $12,690-98.7% | $13,397-98.7% |