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 | $76,874 | $102,966-25.3% | $90,281-14.9% | $152,861-49.7% |
| Participation rate | 18.8% | 75.9%-57.1pp | 73.3%-54.5pp | 82.4%-63.7pp |
| Annual return | 24.51% | 95.16%-70.7pp | 78.10%-53.6pp | 345.32%-320.8pp |
| Employer contribution / active EE | $481 | $3,139-84.7% | $2,854-83.1% | $4,762-89.9% |
| Participant deferral / active EE | $590 | $4,281-86.2% | $3,885-84.8% | $5,850-89.9% |
| Admin fee / account holder | $284 | $6,171-95.4% | $5,351-94.7% | $11,596-97.6% |