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 | $29,195 | $106,515-72.6% | $96,683-69.8% | $139,434-79.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 15.56% | 38.43%-22.9pp | 35.69%-20.1pp | 372.94%-357.4pp |
| Employer contribution / active EE | $940 | $4,103-77.1% | $3,737-74.8% | $4,751-80.2% |
| Participant deferral / active EE | $940 | $5,454-82.8% | $4,878-80.7% | $6,710-86.0% |
| Admin fee / account holder | $130 | $7,877-98.3% | $6,730-98.1% | $11,403-98.9% |