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 | $16,040 | $107,934-85.1% | $91,989-82.6% | $152,861-89.5% |
| Participation rate | 38.5% | 81.2%-42.7pp | 78.6%-40.2pp | 82.4%-44.0pp |
| Annual return | 26.44% | 89.24%-62.8pp | 69.02%-42.6pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,057 | $4,210-74.9% | $3,452-69.4% | $4,762-77.8% |
| Participant deferral / active EE | $1,392 | $6,364-78.1% | $5,923-76.5% | $5,850-76.2% |
| Admin fee / account holder | $57 | $10,520-99.5% | $7,743-99.3% | $11,596-99.5% |