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 | $15,955 | $96,484-83.5% | $75,886-79.0% | $152,861-89.6% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.3%-29.3pp | 82.4%-42.4pp |
| Annual return | 18.43% | 33.98%-15.5pp | 30.76%-12.3pp | 345.32%-326.9pp |
| Employer contribution / active EE | $631 | $3,309-80.9% | $2,500-74.8% | $4,762-86.8% |
| Participant deferral / active EE | $704 | $4,553-84.5% | $3,603-80.5% | $5,850-88.0% |
| Admin fee / account holder | $60 | $8,078-99.3% | $5,418-98.9% | $11,596-99.5% |