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 | $29,105 | $127,777-77.2% | $106,548-72.7% | $167,490-82.6% |
| Participation rate | 35.0% | 78.3%-43.3pp | 76.1%-41.1pp | 82.1%-47.1pp |
| Annual return | 11.15% | 33.87%-22.7pp | 26.80%-15.7pp | 478.56%-467.4pp |
| Employer contribution / active EE | $859 | $3,427-74.9% | $2,819-69.5% | $4,837-82.2% |
| Participant deferral / active EE | $1,250 | $5,087-75.4% | $4,398-71.6% | $6,341-80.3% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |