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 | $33,977 | $91,037-62.7% | $71,671-52.6% | $147,584-77.0% |
| Participation rate | 40.0% | 76.1%-36.1pp | 68.7%-28.7pp | 82.8%-42.8pp |
| Annual return | 25.27% | 20.48%+4.8pp | 20.65%+4.6pp | 578.55%-553.3pp |
| Employer contribution / active EE | $578 | $3,327-82.6% | $2,460-76.5% | $4,876-88.1% |
| Participant deferral / active EE | $723 | $4,498-83.9% | $3,438-79.0% | $5,439-86.7% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |