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 | $35,782 | $67,606-47.1% | $82,313-56.5% | $70,131-49.0% |
| Participation rate | 62.3% | 72.8%-10.5pp | 76.9%-14.6pp | 69.5%-7.3pp |
| Annual return | 19.04% | 21.57%-2.5pp | 25.88%-6.8pp | 73.14%-54.1pp |
| Employer contribution / active EE | $495 | $1,755-71.8% | $2,428-79.6% | $2,342-78.9% |
| Participant deferral / active EE | $1,199 | $2,987-59.8% | $3,706-67.6% | $3,332-64.0% |
| Admin fee / account holder | $231 | $4,512-94.9% | $5,608-95.9% | $4,645-95.0% |