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 | $26,955 | $107,334-74.9% | $92,893-71.0% | $152,861-82.4% |
| Participation rate | 36.4% | 79.8%-43.4pp | 76.0%-39.6pp | 82.4%-46.1pp |
| Annual return | 23.81% | 145.58%-121.8pp | 109.41%-85.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $820 | $4,221-80.6% | $3,653-77.5% | $4,762-82.8% |
| Participant deferral / active EE | $1,061 | $4,845-78.1% | $4,236-74.9% | $5,850-81.9% |
| Admin fee / account holder | $157 | $7,079-97.8% | $5,794-97.3% | $11,596-98.6% |