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 | $91,813 | $154,117-40.4% | $129,995-29.4% | $139,434-34.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 14.30% | 32.48%-18.2pp | -137.18%+151.5pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,814 | $5,289-65.7% | $4,320-58.0% | $4,751-61.8% |
| Participant deferral / active EE | $1,815 | $6,710-73.0% | $5,820-68.8% | $6,710-73.0% |
| Admin fee / account holder | $20 | $14,007-99.9% | $10,614-99.8% | $11,403-99.8% |