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 | $43,882 | $104,664-58.1% | $85,682-48.8% | $167,490-73.8% |
| Participation rate | 38.1% | 76.4%-38.3pp | 69.9%-31.8pp | 82.1%-44.0pp |
| Annual return | 14.54% | 21.45%-6.9pp | 21.49%-7.0pp | 478.56%-464.0pp |
| Employer contribution / active EE | $719 | $3,337-78.5% | $2,618-72.5% | $4,837-85.1% |
| Participant deferral / active EE | $776 | $4,824-83.9% | $3,923-80.2% | $6,341-87.8% |
| Admin fee / account holder | $297 | $10,032-97.0% | $6,873-95.7% | $12,309-97.6% |