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 | $19,200 | $63,346-69.7% | $92,233-79.2% | $70,131-72.6% |
| Participation rate | 42.5% | 68.7%-26.2pp | 76.5%-34.0pp | 69.5%-27.0pp |
| Annual return | 12.98% | 530.12%-517.1pp | 176.28%-163.3pp | 73.14%-60.2pp |
| Employer contribution / active EE | $682 | $2,471-72.4% | $3,679-81.5% | $2,342-70.9% |
| Participant deferral / active EE | $920 | $2,854-67.8% | $3,897-76.4% | $3,332-72.4% |
| Admin fee / account holder | $25 | $3,840-99.4% | $5,194-99.5% | $4,645-99.5% |