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 | $47,398 | $109,881-56.9% | $150,045-68.4% | $84,808-44.1% |
| Participation rate | 34.6% | 76.1%-41.5pp | 82.3%-47.7pp | 68.3%-33.7pp |
| Annual return | 66.34% | 28.25%+38.1pp | 62.55%+3.8pp | 40.90%+25.4pp |
| Employer contribution / active EE | $787 | $3,561-77.9% | $4,693-83.2% | $2,631-70.1% |
| Participant deferral / active EE | $1,410 | $6,636-78.8% | $7,997-82.4% | $4,212-66.5% |
| Admin fee / account holder | $49 | $8,568-99.4% | $13,435-99.6% | $7,344-99.3% |