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 | $30,796 | $148,534-79.3% | $135,903-77.3% | $139,434-77.9% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 22.49% | 79.19%-56.7pp | 68.23%-45.7pp | 372.94%-350.5pp |
| Employer contribution / active EE | $1,040 | $5,243-80.2% | $4,856-78.6% | $4,751-78.1% |
| Participant deferral / active EE | $2,275 | $8,100-71.9% | $7,758-70.7% | $6,710-66.1% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |