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 | $29,443 | $84,233-65.0% | $170,442-82.7% | $70,131-58.0% |
| Participation rate | 36.7% | 70.8%-34.1pp | 83.6%-46.9pp | 69.5%-32.8pp |
| Annual return | 14.07% | 23.06%-9.0pp | 205.93%-191.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $754 | $3,387-77.7% | $5,433-86.1% | $2,342-67.8% |
| Participant deferral / active EE | $764 | $3,086-75.2% | $4,939-84.5% | $3,332-77.1% |
| Admin fee / account holder | $231 | $5,698-95.9% | $13,880-98.3% | $4,645-95.0% |