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 | $42,865 | $118,450-63.8% | $98,439-56.5% | $139,434-69.3% |
| Participation rate | 61.9% | 77.4%-15.5pp | 75.2%-13.3pp | 80.3%-18.4pp |
| Annual return | 10.18% | 18.94%-8.8pp | 21.16%-11.0pp | 372.94%-362.8pp |
| Employer contribution / active EE | $762 | $3,609-78.9% | $3,048-75.0% | $4,751-84.0% |
| Participant deferral / active EE | $797 | $5,392-85.2% | $4,738-83.2% | $6,710-88.1% |
| Admin fee / account holder | $156 | $14,026-98.9% | $8,948-98.3% | $11,403-98.6% |