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 | $34,198 | $115,882-70.5% | $100,516-66.0% | $158,922-78.5% |
| Participation rate | 28.6% | 81.6%-53.0pp | 79.4%-50.8pp | 82.0%-53.4pp |
| Annual return | 15.67% | 34.79%-19.1pp | 30.89%-15.2pp | 302.83%-287.2pp |
| Employer contribution / active EE | $597 | $4,103-85.5% | $3,418-82.5% | $4,761-87.5% |
| Participant deferral / active EE | $597 | $6,674-91.1% | $6,270-90.5% | $5,982-90.0% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |