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 | $32,575 | $118,450-72.5% | $98,439-66.9% | $139,434-76.6% |
| Participation rate | 61.9% | 77.4%-15.5pp | 75.2%-13.3pp | 80.3%-18.4pp |
| Annual return | 18.23% | 18.94%-0.7pp | 21.16%-2.9pp | 372.94%-354.7pp |
| Employer contribution / active EE | $723 | $3,609-80.0% | $3,048-76.3% | $4,751-84.8% |
| Participant deferral / active EE | $976 | $5,392-81.9% | $4,738-79.4% | $6,710-85.4% |
| Admin fee / account holder | $234 | $14,026-98.3% | $8,948-97.4% | $11,403-97.9% |