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 | $84,946 | $81,248+4.6% | $155,509-45.4% | $80,856+5.1% |
| Participation rate | 46.9% | 66.2%-19.4pp | 78.2%-31.3pp | 67.6%-20.8pp |
| Annual return | 11.81% | 33.31%-21.5pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $883 | $3,100-71.5% | $4,672-81.1% | $2,755-67.9% |
| Participant deferral / active EE | $243 | $3,452-93.0% | $5,626-95.7% | $4,296-94.3% |
| Admin fee / account holder | $209 | $7,997-97.4% | $15,912-98.7% | $6,918-97.0% |