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 | $54,684 | $157,256-65.2% | $141,162-61.3% | $152,861-64.2% |
| Participation rate | 47.1% | 84.8%-37.8pp | 82.5%-35.4pp | 82.4%-35.4pp |
| Annual return | 25.51% | 64.32%-38.8pp | 71.39%-45.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,164 | $5,261-77.9% | $4,735-75.4% | $4,762-75.6% |
| Participant deferral / active EE | $452 | $7,109-93.6% | $6,709-93.3% | $5,850-92.3% |
| Admin fee / account holder | $100 | $12,120-99.2% | $10,261-99.0% | $11,596-99.1% |