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 | $77,601 | $111,301-30.3% | $112,977-31.3% | $158,922-51.2% |
| Participation rate | 53.8% | 83.5%-29.7pp | 82.6%-28.7pp | 82.0%-28.1pp |
| Annual return | 25.32% | 26.40%-1.1pp | 24.24%+1.1pp | 302.83%-277.5pp |
| Employer contribution / active EE | $4,447 | $4,471-0.5% | $4,255+4.5% | $4,761-6.6% |
| Participant deferral / active EE | $112 | $5,880-98.1% | $5,836-98.1% | $5,982-98.1% |
| Admin fee / account holder | $153 | $8,392-98.2% | $6,294-97.6% | $11,246-98.6% |