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 | $68,946 | $106,515-35.3% | $96,683-28.7% | $139,434-50.6% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 17.67% | 38.43%-20.8pp | 35.69%-18.0pp | 372.94%-355.3pp |
| Employer contribution / active EE | $889 | $4,103-78.3% | $3,737-76.2% | $4,751-81.3% |
| Participant deferral / active EE | $1,250 | $5,454-77.1% | $4,878-74.4% | $6,710-81.4% |
| Admin fee / account holder | -$761 | $7,877-109.7% | $6,730-111.3% | $11,403-106.7% |