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 | $9,817 | $77,899-87.4% | $149,673-93.4% | $75,163-86.9% |
| Participation rate | 45.2% | 65.6%-20.4pp | 78.8%-33.6pp | 67.2%-22.0pp |
| Annual return | 18.27% | 31.72%-13.5pp | 134.42%-116.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $527 | $3,137-83.2% | $4,818-89.1% | $2,670-80.3% |
| Participant deferral / active EE | $744 | $3,411-78.2% | $5,680-86.9% | $4,125-82.0% |
| Admin fee / account holder | $214 | $5,956-96.4% | $13,210-98.4% | $5,651-96.2% |