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 | $25,140 | $172,111-85.4% | $150,298-83.3% | $137,256-81.7% |
| Participation rate | 35.3% | 81.7%-46.4pp | 77.8%-42.5pp | 80.0%-44.7pp |
| Annual return | 16.45% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,091 | $4,636-76.5% | $4,154-73.7% | $4,156-73.7% |
| Participant deferral / active EE | $1,223 | $6,166-80.2% | $5,453-77.6% | $6,407-80.9% |
| Admin fee / account holder | $113 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |