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 | $32,203 | $83,337-61.4% | $67,834-52.5% | $273,961-88.2% |
| Participation rate | 25.0% | 76.4%-51.4pp | 68.8%-43.8pp | 83.0%-58.0pp |
| Annual return | 8.60% | 259.45%-250.9pp | 138.47%-129.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $571 | $3,287-82.6% | $2,403-76.3% | $4,869-88.3% |
| Participant deferral / active EE | $713 | $4,088-82.6% | $3,160-77.4% | $5,287-86.5% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |