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 | $34,019 | $54,541-37.6% | $78,778-56.8% | $70,131-51.5% |
| Participation rate | 44.8% | 60.8%-16.0pp | 69.2%-24.4pp | 69.5%-24.7pp |
| Annual return | 17.76% | 21.07%-3.3pp | 35.62%-17.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $515 | $1,089-52.7% | $1,986-74.1% | $2,342-78.0% |
| Participant deferral / active EE | $843 | $2,210-61.8% | $2,958-71.5% | $3,332-74.7% |
| Admin fee / account holder | $5 | $3,709-99.9% | $5,134-99.9% | $4,645-99.9% |