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 | $22,157 | $77,314-71.3% | $177,989-87.6% | $80,856-72.6% |
| Participation rate | 38.0% | 65.7%-27.7pp | 77.1%-39.1pp | 67.6%-29.6pp |
| Annual return | 14.57% | 18.09%-3.5pp | 294.48%-279.9pp | 35.59%-21.0pp |
| Employer contribution / active EE | $858 | $2,292-62.6% | $3,949-78.3% | $2,755-68.9% |
| Participant deferral / active EE | $929 | $4,411-78.9% | $6,276-85.2% | $4,296-78.4% |
| Admin fee / account holder | $148 | $7,191-97.9% | $10,363-98.6% | $6,918-97.9% |