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 | $29,483 | $154,117-80.9% | $129,995-77.3% | $139,434-78.9% |
| Participation rate | 45.8% | 82.0%-36.1pp | 78.5%-32.7pp | 80.3%-34.5pp |
| Annual return | 14.67% | 32.48%-17.8pp | -137.18%+151.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,403 | $5,289-73.5% | $4,320-67.5% | $4,751-70.5% |
| Participant deferral / active EE | $1,519 | $6,710-77.4% | $5,820-73.9% | $6,710-77.4% |
| Admin fee / account holder | $215 | $14,007-98.5% | $10,614-98.0% | $11,403-98.1% |