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 | $28,907 | $84,233-65.7% | $170,442-83.0% | $70,131-58.8% |
| Participation rate | 44.9% | 70.8%-25.9pp | 83.6%-38.7pp | 69.5%-24.6pp |
| Annual return | 15.73% | 23.06%-7.3pp | 205.93%-190.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $532 | $3,387-84.3% | $5,433-90.2% | $2,342-77.3% |
| Participant deferral / active EE | $709 | $3,086-77.0% | $4,939-85.7% | $3,332-78.7% |
| Admin fee / account holder | $214 | $5,698-96.2% | $13,880-98.5% | $4,645-95.4% |