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 | $29,198 | $109,982-73.5% | $97,226-70.0% | $145,922-80.0% |
| Participation rate | 34.8% | 75.9%-41.2pp | 72.7%-37.9pp | 80.3%-45.5pp |
| Annual return | 16.46% | 242.90%-226.4pp | 75.13%-58.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $376 | $3,084-87.8% | $2,729-86.2% | $4,660-91.9% |
| Participant deferral / active EE | $419 | $4,676-91.0% | $4,264-90.2% | $6,688-93.7% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |