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 | $26,571 | $109,881-75.8% | $150,045-82.3% | $84,808-68.7% |
| Participation rate | 40.0% | 76.1%-36.1pp | 82.3%-42.3pp | 68.3%-28.3pp |
| Annual return | 17.33% | 28.25%-10.9pp | 62.55%-45.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $978 | $3,561-72.5% | $4,693-79.2% | $2,631-62.8% |
| Participant deferral / active EE | $1,779 | $6,636-73.2% | $7,997-77.8% | $4,212-57.8% |
| Admin fee / account holder | $48 | $8,568-99.4% | $13,435-99.6% | $7,344-99.3% |