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 | $37,454 | $149,734-75.0% | $118,925-68.5% | $158,922-76.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 75.4%-25.4pp | 82.0%-32.0pp |
| Annual return | 18.95% | 19.95%-1.0pp | 35.88%-16.9pp | 302.83%-283.9pp |
| Employer contribution / active EE | $893 | $4,115-78.3% | $3,263-72.6% | $4,761-81.2% |
| Participant deferral / active EE | $1,117 | $5,223-78.6% | $4,265-73.8% | $5,982-81.3% |
| Admin fee / account holder | $20 | $8,603-99.8% | $6,581-99.7% | $11,246-99.8% |