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 | $25,359 | $101,069-74.9% | $81,478-68.9% | $147,584-82.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 10.34% | 32.40%-22.1pp | 38.78%-28.4pp | 578.55%-568.2pp |
| Employer contribution / active EE | $635 | $3,205-80.2% | $2,568-75.3% | $4,876-87.0% |
| Participant deferral / active EE | $458 | $4,242-89.2% | $3,537-87.0% | $5,439-91.6% |
| Admin fee / account holder | $251 | $5,812-95.7% | $4,561-94.5% | $10,885-97.7% |