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 | $45,319 | $96,484-53.0% | $75,886-40.3% | $152,861-70.4% |
| Participation rate | 8.3% | 76.2%-67.9pp | 69.3%-60.9pp | 82.4%-74.1pp |
| Annual return | 18.50% | 33.98%-15.5pp | 30.76%-12.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $576 | $3,309-82.6% | $2,500-77.0% | $4,762-87.9% |
| Participant deferral / active EE | $576 | $4,553-87.4% | $3,603-84.0% | $5,850-90.2% |
| Admin fee / account holder | $120 | $8,078-98.5% | $5,418-97.8% | $11,596-99.0% |