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 | $37,729 | $127,264-70.4% | $109,895-65.7% | $167,490-77.5% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.2%-18.7pp | 82.1%-26.5pp |
| Annual return | 10.04% | 22.97%-12.9pp | 29.45%-19.4pp | 478.56%-468.5pp |
| Employer contribution / active EE | $422 | $3,322-87.3% | $2,842-85.2% | $4,837-91.3% |
| Participant deferral / active EE | $514 | $4,514-88.6% | $4,048-87.3% | $6,341-91.9% |
| Admin fee / account holder | $24 | $7,114-99.7% | $6,066-99.6% | $12,309-99.8% |