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 | $94,525 | $76,552+23.5% | $123,892-23.7% | $62,891+50.3% |
| Participation rate | 67.9% | 73.0%-5.1pp | 81.4%-13.6pp | 69.3%-1.4pp |
| Annual return | 8.11% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,057 | $2,883-63.3% | $4,617-77.1% | $2,281-53.7% |
| Participant deferral / active EE | $1,613 | $4,840-66.7% | $5,984-73.0% | $3,203-49.6% |
| Admin fee / account holder | $293 | $4,826-93.9% | $8,357-96.5% | $4,296-93.2% |