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 9-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 | $34,531 | $105,931-67.4% | $81,930-57.9% | $158,922-78.3% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 18.71% | 38.17%-19.5pp | 29.49%-10.8pp | 302.83%-284.1pp |
| Employer contribution / active EE | $464 | $7,800-94.1% | $4,310-89.2% | $4,761-90.3% |
| Participant deferral / active EE | $475 | $13,003-96.4% | $7,107-93.3% | $5,982-92.1% |
| Admin fee / account holder | $114 | $8,489-98.7% | $5,158-97.8% | $11,246-99.0% |