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 | $25,386 | $77,145-67.1% | $108,410-76.6% | $85,850-70.4% |
| Participation rate | 41.4% | 74.7%-33.3pp | 80.1%-38.8pp | 69.3%-27.9pp |
| Annual return | 14.58% | 44.54%-30.0pp | 905.27%-890.7pp | 318.53%-303.9pp |
| Employer contribution / active EE | $742 | $2,379-68.8% | $3,558-79.1% | $2,565-71.1% |
| Participant deferral / active EE | $1,634 | $5,566-70.6% | $6,563-75.1% | $3,952-58.6% |
| Admin fee / account holder | $43 | $5,172-99.2% | $7,295-99.4% | $6,260-99.3% |