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 | $26,040 | $103,376-74.8% | $87,100-70.1% | $152,861-83.0% |
| Participation rate | 33.3% | 79.3%-46.0pp | 76.9%-43.5pp | 82.4%-49.1pp |
| Annual return | 24.04% | 28.10%-4.1pp | 28.19%-4.1pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,470 | $3,220-54.4% | $2,521-41.7% | $4,762-69.1% |
| Participant deferral / active EE | $857 | $4,778-82.1% | $4,049-78.8% | $5,850-85.3% |
| Admin fee / account holder | $19 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |