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 | $90,647 | $157,256-42.4% | $141,162-35.8% | $152,861-40.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 21.85% | 64.32%-42.5pp | 71.39%-49.5pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,557 | $5,261-70.4% | $4,735-67.1% | $4,762-67.3% |
| Participant deferral / active EE | $1,946 | $7,109-72.6% | $6,709-71.0% | $5,850-66.7% |
| Admin fee / account holder | $70 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |