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 | $58,566 | $161,352-63.7% | $134,172-56.3% | $137,256-57.3% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 17.78% | 28.72%-10.9pp | 25.30%-7.5pp | 220.34%-202.6pp |
| Employer contribution / active EE | $987 | $4,099-75.9% | $3,420-71.1% | $4,156-76.3% |
| Participant deferral / active EE | $1,108 | $5,552-80.0% | $4,690-76.4% | $6,407-82.7% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,016-99.8% | $12,270-99.8% |