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 | $21,867 | $165,984-86.8% | $164,813-86.7% | $145,922-85.0% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.6%-24.1pp | 80.3%-25.7pp |
| Annual return | 15.25% | 100.03%-84.8pp | 69.93%-54.7pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,648 | $5,273-68.7% | $4,341-62.0% | $4,660-64.6% |
| Participant deferral / active EE | $1,971 | $6,959-71.7% | $6,031-67.3% | $6,688-70.5% |
| Admin fee / account holder | $26 | $16,648-99.8% | $12,690-99.8% | $13,397-99.8% |