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 | $36,308 | $132,239-72.5% | $105,722-65.7% | $273,961-86.7% |
| Participation rate | 66.7% | 83.2%-16.5pp | 78.9%-12.2pp | 83.0%-16.3pp |
| Annual return | 4.85% | 10.07%-5.2pp | 12.25%-7.4pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,432 | $4,867-70.6% | $4,079-64.9% | $4,869-70.6% |
| Participant deferral / active EE | $1,714 | $6,233-72.5% | $5,326-67.8% | $5,287-67.6% |
| Admin fee / account holder | $198 | $12,032-98.4% | $8,308-97.6% | $10,132-98.0% |