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 | $112,910 | $118,849-5.0% | $96,562+16.9% | $167,490-32.6% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 10.65% | 50.49%-39.8pp | 37.78%-27.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $771 | $3,120-75.3% | $2,356-67.3% | $4,837-84.1% |
| Participant deferral / active EE | $898 | $4,616-80.5% | $3,849-76.7% | $6,341-85.8% |
| Admin fee / account holder | $28 | $8,065-99.7% | $6,181-99.6% | $12,309-99.8% |