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 | $42,127 | $98,750-57.3% | $149,696-71.9% | $79,858-47.2% |
| Participation rate | 27.8% | 75.8%-48.0pp | 82.5%-54.7pp | 69.6%-41.9pp |
| Annual return | 25.54% | 27.43%-1.9pp | 276.60%-251.1pp | 31.71%-6.2pp |
| Employer contribution / active EE | $1,137 | $3,216-64.7% | $4,644-75.5% | $2,471-54.0% |
| Participant deferral / active EE | $1,330 | $5,680-76.6% | $6,842-80.6% | $3,740-64.4% |
| Admin fee / account holder | $20 | $6,053-99.7% | $9,309-99.8% | $5,306-99.6% |