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 | $26,970 | $135,952-80.2% | $123,892-78.2% | $273,961-90.2% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 9.56% | 56.63%-47.1pp | 47.52%-38.0pp | 41.45%-31.9pp |
| Employer contribution / active EE | $917 | $5,170-82.3% | $4,617-80.1% | $4,869-81.2% |
| Participant deferral / active EE | $1,961 | $6,343-69.1% | $5,984-67.2% | $5,287-62.9% |
| Admin fee / account holder | $92 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |