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 | $37,215 | $101,618-63.4% | $93,063-60.0% | $137,256-72.9% |
| Participation rate | 15.4% | 74.9%-59.6pp | 72.1%-56.7pp | 80.0%-64.6pp |
| Annual return | 20.58% | 223.95%-203.4pp | 34.15%-13.6pp | 220.34%-199.8pp |
| Employer contribution / active EE | $418 | $2,707-84.6% | $2,476-83.1% | $4,156-89.9% |
| Participant deferral / active EE | $472 | $4,279-89.0% | $3,958-88.1% | $6,407-92.6% |
| Admin fee / account holder | $27 | $6,198-99.6% | $6,033-99.6% | $12,270-99.8% |