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 | $58,270 | $87,733-33.6% | $106,548-45.3% | $85,850-32.1% |
| Participation rate | 56.3% | 71.9%-15.7pp | 76.1%-19.9pp | 69.3%-13.1pp |
| Annual return | 15.24% | 21.86%-6.6pp | 26.80%-11.6pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,230 | $2,073-40.7% | $2,819-56.4% | $2,565-52.0% |
| Participant deferral / active EE | $1,230 | $3,469-64.5% | $4,398-72.0% | $3,952-68.9% |
| Admin fee / account holder | $28 | $6,767-99.6% | $7,407-99.6% | $6,260-99.6% |