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 | $39,018 | $99,652-60.8% | $78,778-50.5% | $147,584-73.6% |
| Participation rate | 45.5% | 76.2%-30.8pp | 69.2%-23.7pp | 82.8%-37.4pp |
| Annual return | 14.11% | 47.28%-33.2pp | 35.62%-21.5pp | 578.55%-564.4pp |
| Employer contribution / active EE | $373 | $2,796-86.7% | $1,986-81.2% | $4,876-92.4% |
| Participant deferral / active EE | $709 | $3,664-80.7% | $2,958-76.0% | $5,439-87.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |