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 | $24,259 | $98,240-75.3% | $82,313-70.5% | $147,584-83.6% |
| Participation rate | 62.5% | 79.7%-17.2pp | 76.9%-14.4pp | 82.8%-20.3pp |
| Annual return | 13.52% | 30.85%-17.3pp | 25.88%-12.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $878 | $3,192-72.5% | $2,428-63.8% | $4,876-82.0% |
| Participant deferral / active EE | $281 | $4,383-93.6% | $3,706-92.4% | $5,439-94.8% |
| Admin fee / account holder | $136 | $8,563-98.4% | $5,608-97.6% | $10,885-98.8% |