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 | $30,517 | $107,934-71.7% | $91,989-66.8% | $152,861-80.0% |
| Participation rate | 40.0% | 81.2%-41.2pp | 78.6%-38.6pp | 82.4%-42.4pp |
| Annual return | 16.04% | 89.24%-73.2pp | 69.02%-53.0pp | 345.32%-329.3pp |
| Employer contribution / active EE | $432 | $4,210-89.7% | $3,452-87.5% | $4,762-90.9% |
| Participant deferral / active EE | $1,660 | $6,364-73.9% | $5,923-72.0% | $5,850-71.6% |
| Admin fee / account holder | $40 | $10,520-99.6% | $7,743-99.5% | $11,596-99.7% |