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 | $75,365 | $99,877-24.5% | $84,966-11.3% | $145,922-48.4% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 10.96% | 83.76%-72.8pp | 66.38%-55.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $540 | $3,231-83.3% | $2,727-80.2% | $4,660-88.4% |
| Participant deferral / active EE | $841 | $5,291-84.1% | $4,519-81.4% | $6,688-87.4% |
| Admin fee / account holder | $96 | $7,248-98.7% | $6,149-98.4% | $13,397-99.3% |