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 | $72,106 | $165,335-56.4% | $149,696-51.8% | $158,922-54.6% |
| Participation rate | 39.1% | 84.6%-45.4pp | 82.5%-43.3pp | 82.0%-42.8pp |
| Annual return | 14.79% | 348.15%-333.4pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,011 | $5,103-80.2% | $4,644-78.2% | $4,761-78.8% |
| Participant deferral / active EE | $2,210 | $7,181-69.2% | $6,842-67.7% | $5,982-63.0% |
| Admin fee / account holder | $157 | $10,807-98.5% | $9,309-98.3% | $11,246-98.6% |