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 | $17,117 | $84,233-79.7% | $170,442-90.0% | $70,131-75.6% |
| Participation rate | 29.6% | 70.8%-41.2pp | 83.6%-54.0pp | 69.5%-39.9pp |
| Annual return | 15.00% | 23.06%-8.1pp | 205.93%-190.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $545 | $3,387-83.9% | $5,433-90.0% | $2,342-76.8% |
| Participant deferral / active EE | $814 | $3,086-73.6% | $4,939-83.5% | $3,332-75.6% |
| Admin fee / account holder | $290 | $5,698-94.9% | $13,880-97.9% | $4,645-93.8% |