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 | $38,907 | $102,317-62.0% | $146,958-73.5% | $80,856-51.9% |
| Participation rate | 32.0% | 75.8%-43.8pp | 82.2%-50.2pp | 67.6%-35.6pp |
| Annual return | 13.46% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $941 | $3,713-74.7% | $4,933-80.9% | $2,755-65.8% |
| Participant deferral / active EE | $1,968 | $6,644-70.4% | $8,070-75.6% | $4,296-54.2% |
| Admin fee / account holder | $181 | $7,941-97.7% | $12,998-98.6% | $6,918-97.4% |