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 | $38,142 | $110,257-65.4% | $96,544-60.5% | $139,434-72.6% |
| Participation rate | 52.6% | 78.1%-25.5pp | 76.0%-23.3pp | 80.3%-27.7pp |
| Annual return | 10.86% | 26.32%-15.5pp | 25.84%-15.0pp | 372.94%-362.1pp |
| Employer contribution / active EE | $1,496 | $3,620-58.7% | $2,965-49.5% | $4,751-68.5% |
| Participant deferral / active EE | $1,582 | $5,548-71.5% | $4,851-67.4% | $6,710-76.4% |
| Admin fee / account holder | $171 | $11,591-98.5% | $8,252-97.9% | $11,403-98.5% |