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 | $34,119 | $58,828-42.0% | $77,999-56.3% | $62,891-45.7% |
| Participation rate | 38.6% | 71.1%-32.4pp | 75.5%-36.9pp | 69.3%-30.7pp |
| Annual return | 7.75% | 17.16%-9.4pp | 425.96%-418.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $769 | $1,672-54.0% | $2,470-68.9% | $2,281-66.3% |
| Participant deferral / active EE | $935 | $2,686-65.2% | $3,497-73.3% | $3,203-70.8% |
| Admin fee / account holder | $3 | $4,393-99.9% | $5,480-100.0% | $4,296-99.9% |