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 | $39,922 | $232,540-82.8% | $185,117-78.4% | $147,584-72.9% |
| Participation rate | 25.0% | 82.4%-57.4pp | 77.3%-52.3pp | 82.8%-57.8pp |
| Annual return | 14.59% | 43.03%-28.4pp | 40.50%-25.9pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,343 | $5,195-74.1% | $4,182-67.9% | $4,876-72.5% |
| Participant deferral / active EE | $643 | $5,834-89.0% | $5,045-87.3% | $5,439-88.2% |
| Admin fee / account holder | $199 | $10,275-98.1% | $8,159-97.6% | $10,885-98.2% |