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 | $20,287 | $91,190-77.8% | $178,490-88.6% | $79,858-74.6% |
| Participation rate | 34.6% | 69.2%-34.6pp | 81.9%-47.3pp | 69.6%-35.0pp |
| Annual return | 18.29% | 24.19%-5.9pp | 151.07%-132.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $416 | $3,256-87.2% | $5,011-91.7% | $2,471-83.1% |
| Participant deferral / active EE | $676 | $3,236-79.1% | $5,202-87.0% | $3,740-81.9% |
| Admin fee / account holder | $244 | $6,751-96.4% | $13,984-98.3% | $5,306-95.4% |