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 | $29,260 | $85,766-65.9% | $136,294-78.5% | $70,131-58.3% |
| Participation rate | 17.0% | 74.2%-57.1pp | 81.9%-64.9pp | 69.5%-52.5pp |
| Annual return | 21.57% | 31.45%-9.9pp | 5155.94%-5134.4pp | 73.14%-51.6pp |
| Employer contribution / active EE | $824 | $2,966-72.2% | $4,695-82.5% | $2,342-64.8% |
| Participant deferral / active EE | $789 | $5,051-84.4% | $6,247-87.4% | $3,332-76.3% |
| Admin fee / account holder | $98 | $5,420-98.2% | $9,243-98.9% | $4,645-97.9% |