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 | $38,574 | $127,777-69.8% | $106,548-63.8% | $167,490-77.0% |
| Participation rate | 44.4% | 78.3%-33.8pp | 76.1%-31.7pp | 82.1%-37.7pp |
| Annual return | 11.71% | 33.87%-22.2pp | 26.80%-15.1pp | 478.56%-466.8pp |
| Employer contribution / active EE | $750 | $3,427-78.1% | $2,819-73.4% | $4,837-84.5% |
| Participant deferral / active EE | $960 | $5,087-81.1% | $4,398-78.2% | $6,341-84.9% |
| Admin fee / account holder | $20 | $11,228-99.8% | $7,407-99.7% | $12,309-99.8% |