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 | $19,166 | $72,012-73.4% | $185,823-89.7% | $79,858-76.0% |
| Participation rate | 35.9% | 65.8%-29.9pp | 78.0%-42.1pp | 69.6%-33.7pp |
| Annual return | 14.60% | 23.12%-8.5pp | 35.95%-21.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $599 | $1,965-69.5% | $4,087-85.4% | $2,471-75.8% |
| Participant deferral / active EE | $883 | $3,779-76.6% | $5,632-84.3% | $3,740-76.4% |
| Admin fee / account holder | $168 | $4,513-96.3% | $9,500-98.2% | $5,306-96.8% |