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 | $30,539 | $77,634-60.7% | $156,549-80.5% | $62,891-51.4% |
| Participation rate | 44.4% | 71.2%-26.8pp | 84.0%-39.6pp | 69.3%-24.9pp |
| Annual return | 7.45% | 50.32%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $601 | $3,444-82.5% | $5,501-89.1% | $2,281-73.6% |
| Participant deferral / active EE | $822 | $3,045-73.0% | $4,871-83.1% | $3,203-74.4% |
| Admin fee / account holder | $17 | $5,561-99.7% | $13,027-99.9% | $4,296-99.6% |