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 | $45,247 | $127,065-64.4% | $113,168-60.0% | $142,382-68.2% |
| Participation rate | 62.5% | 79.2%-16.7pp | 76.6%-14.1pp | 80.1%-17.6pp |
| Annual return | 11.42% | 24.03%-12.6pp | 24.27%-12.8pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,282 | $3,442-62.7% | $2,975-56.9% | $4,299-70.2% |
| Participant deferral / active EE | $324 | $5,716-94.3% | $5,107-93.7% | $6,507-95.0% |
| Admin fee / account holder | $119 | $15,736-99.2% | $12,068-99.0% | $12,624-99.1% |