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 | $31,062 | $65,041-52.2% | $90,951-65.8% | $79,858-61.1% |
| Participation rate | 38.5% | 61.6%-23.1pp | 69.0%-30.5pp | 69.6%-31.2pp |
| Annual return | 15.81% | 30.45%-14.6pp | 134.60%-118.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $469 | $1,247-62.4% | $2,122-77.9% | $2,471-81.0% |
| Participant deferral / active EE | $680 | $2,512-72.9% | $3,373-79.8% | $3,740-81.8% |
| Admin fee / account holder | $227 | $4,536-95.0% | $5,959-96.2% | $5,306-95.7% |