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 | $27,538 | $81,248-66.1% | $155,509-82.3% | $80,856-65.9% |
| Participation rate | 25.5% | 66.2%-40.7pp | 78.2%-52.7pp | 67.6%-42.1pp |
| Annual return | 19.13% | 33.31%-14.2pp | 64.67%-45.5pp | 35.59%-16.5pp |
| Employer contribution / active EE | $406 | $3,100-86.9% | $4,672-91.3% | $2,755-85.3% |
| Participant deferral / active EE | $873 | $3,452-74.7% | $5,626-84.5% | $4,296-79.7% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |