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 | $94,394 | $115,882-18.5% | $100,516-6.1% | $158,922-40.6% |
| Participation rate | 37.5% | 81.6%-44.1pp | 79.4%-41.9pp | 82.0%-44.5pp |
| Annual return | 16.78% | 34.79%-18.0pp | 30.89%-14.1pp | 302.83%-286.0pp |
| Employer contribution / active EE | $821 | $4,103-80.0% | $3,418-76.0% | $4,761-82.8% |
| Participant deferral / active EE | $1,168 | $6,674-82.5% | $6,270-81.4% | $5,982-80.5% |
| Admin fee / account holder | $30 | $10,995-99.7% | $8,081-99.6% | $11,246-99.7% |