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 | $28,183 | $54,762-48.5% | $90,281-68.8% | $72,985-61.4% |
| Participation rate | 22.2% | 65.1%-42.9pp | 73.3%-51.0pp | 69.5%-47.3pp |
| Annual return | 21.68% | 30.63%-9.0pp | 78.10%-56.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $406 | $2,092-80.6% | $2,854-85.8% | $2,440-83.4% |
| Participant deferral / active EE | $480 | $2,887-83.4% | $3,885-87.7% | $3,607-86.7% |
| Admin fee / account holder | $59 | $3,972-98.5% | $5,351-98.9% | $5,124-98.8% |