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 | $19,949 | $45,073-55.7% | $69,455-71.3% | $72,985-72.7% |
| Participation rate | 48.0% | 68.5%-20.5pp | 74.6%-26.6pp | 69.5%-21.5pp |
| Annual return | 19.32% | 22.65%-3.3pp | 28.97%-9.7pp | 81.00%-61.7pp |
| Employer contribution / active EE | $435 | $2,054-78.8% | $2,779-84.3% | $2,440-82.2% |
| Participant deferral / active EE | $524 | $2,602-79.8% | $3,535-85.2% | $3,607-85.5% |
| Admin fee / account holder | $217 | $3,056-92.9% | $3,839-94.3% | $5,124-95.8% |