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 | $25,955 | $107,934-76.0% | $91,989-71.8% | $152,861-83.0% |
| Participation rate | 25.0% | 81.2%-56.2pp | 78.6%-53.6pp | 82.4%-57.4pp |
| Annual return | 25.29% | 89.24%-64.0pp | 69.02%-43.7pp | 345.32%-320.0pp |
| Employer contribution / active EE | $495 | $4,210-88.2% | $3,452-85.6% | $4,762-89.6% |
| Participant deferral / active EE | $495 | $6,364-92.2% | $5,923-91.6% | $5,850-91.5% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |