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 | $20,878 | $63,355-67.0% | $91,989-77.3% | $72,985-71.4% |
| Participation rate | 43.1% | 72.5%-29.4pp | 78.6%-35.5pp | 69.5%-26.3pp |
| Annual return | 29.42% | 35.35%-5.9pp | 69.02%-39.6pp | 81.00%-51.6pp |
| Employer contribution / active EE | $923 | $2,116-56.4% | $3,452-73.3% | $2,440-62.2% |
| Participant deferral / active EE | $1,311 | $4,883-73.1% | $5,923-77.9% | $3,607-63.6% |
| Admin fee / account holder | $19 | $4,668-99.6% | $7,743-99.8% | $5,124-99.6% |