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 | $73,670 | $98,750-25.4% | $149,696-50.8% | $79,858-7.7% |
| Participation rate | 40.3% | 75.8%-35.5pp | 82.5%-42.2pp | 69.6%-29.3pp |
| Annual return | 14.86% | 27.43%-12.6pp | 276.60%-261.7pp | 31.71%-16.9pp |
| Employer contribution / active EE | $851 | $3,216-73.5% | $4,644-81.7% | $2,471-65.6% |
| Participant deferral / active EE | $1,696 | $5,680-70.1% | $6,842-75.2% | $3,740-54.7% |
| Admin fee / account holder | $136 | $6,053-97.8% | $9,309-98.5% | $5,306-97.4% |