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 | $26,932 | $52,639-48.8% | $185,117-85.5% | $62,292-56.8% |
| Participation rate | 31.4% | 63.9%-32.5pp | 77.3%-45.9pp | 69.5%-38.1pp |
| Annual return | 24.21% | 19.57%+4.6pp | 40.50%-16.3pp | 28.90%-4.7pp |
| Employer contribution / active EE | $730 | $1,483-50.7% | $4,182-82.5% | $2,042-64.2% |
| Participant deferral / active EE | $1,112 | $3,097-64.1% | $5,045-78.0% | $3,169-64.9% |
| Admin fee / account holder | $163 | $374-56.3% | $8,159-98.0% | $479-66.0% |