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 | $33,212 | $58,851-43.6% | $115,157-71.2% | $72,985-54.5% |
| Participation rate | 31.0% | 65.5%-34.5pp | 75.9%-44.9pp | 69.5%-38.5pp |
| Annual return | 23.44% | 23.16%+0.3pp | 35.60%-12.2pp | 81.00%-57.6pp |
| Employer contribution / active EE | $782 | $1,798-56.5% | $3,179-75.4% | $2,440-67.9% |
| Participant deferral / active EE | $928 | $2,643-64.9% | $4,168-77.7% | $3,607-74.3% |
| Admin fee / account holder | $214 | $6,370-96.6% | $7,088-97.0% | $5,124-95.8% |