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 | $23,312 | $103,376-77.4% | $87,100-73.2% | $152,861-84.7% |
| Participation rate | 64.3% | 79.3%-15.1pp | 76.9%-12.6pp | 82.4%-18.2pp |
| Annual return | 17.98% | 28.10%-10.1pp | 28.19%-10.2pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,060 | $3,220-67.1% | $2,521-58.0% | $4,762-77.8% |
| Participant deferral / active EE | $1,349 | $4,778-71.8% | $4,049-66.7% | $5,850-76.9% |
| Admin fee / account holder | $214 | $12,205-98.2% | $7,497-97.1% | $11,596-98.2% |