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 | $24,686 | $148,534-83.4% | $135,903-81.8% | $139,434-82.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 15.69% | 79.19%-63.5pp | 68.23%-52.5pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,475 | $5,243-71.9% | $4,856-69.6% | $4,751-69.0% |
| Participant deferral / active EE | $1,756 | $8,100-78.3% | $7,758-77.4% | $6,710-73.8% |
| Admin fee / account holder | $165 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |