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 | $104,632 | $107,452-2.6% | $91,541+14.3% | $142,382-26.5% |
| Participation rate | 38.5% | 75.1%-36.6pp | 69.8%-31.3pp | 80.1%-41.7pp |
| Annual return | 13.05% | 22.06%-9.0pp | 20.50%-7.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $474 | $2,994-84.2% | $2,505-81.1% | $4,299-89.0% |
| Participant deferral / active EE | $474 | $4,754-90.0% | $4,008-88.2% | $6,507-92.7% |
| Admin fee / account holder | $21 | $8,834-99.8% | $6,956-99.7% | $12,624-99.8% |