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 | $24,360 | $65,041-62.5% | $90,951-73.2% | $79,858-69.5% |
| Participation rate | 13.9% | 61.6%-47.7pp | 69.0%-55.1pp | 69.6%-55.7pp |
| Annual return | 23.39% | 30.45%-7.1pp | 134.60%-111.2pp | 31.71%-8.3pp |
| Employer contribution / active EE | $313 | $1,247-74.9% | $2,122-85.2% | $2,471-87.3% |
| Participant deferral / active EE | $491 | $2,512-80.4% | $3,373-85.4% | $3,740-86.9% |
| Admin fee / account holder | $41 | $4,536-99.1% | $5,959-99.3% | $5,306-99.2% |