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 | $26,482 | $211,958-87.5% | $169,463-84.4% | $135,375-80.4% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | 5.99% | 3.26%+2.7pp | 1.83%+4.2pp | 519.73%-513.7pp |
| Employer contribution / active EE | $750 | $5,120-85.4% | $4,159-82.0% | $4,779-84.3% |
| Participant deferral / active EE | $886 | $6,075-85.4% | $5,277-83.2% | $5,609-84.2% |
| Admin fee / account holder | $37 | $11,471-99.7% | $9,109-99.6% | $10,827-99.7% |