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 | $16,396 | $85,202-80.8% | $172,739-90.5% | $72,985-77.5% |
| Participation rate | 50.0% | 70.1%-20.1pp | 82.6%-32.6pp | 69.5%-19.5pp |
| Annual return | 18.42% | 27.32%-8.9pp | 802.84%-784.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,150 | $3,324-65.4% | $5,143-77.6% | $2,440-52.9% |
| Participant deferral / active EE | $875 | $3,260-73.2% | $5,198-83.2% | $3,607-75.7% |
| Admin fee / account holder | $243 | $5,884-95.9% | $13,954-98.3% | $5,124-95.3% |