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 8-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 | $81,974 | $90,503-9.4% | $78,689+4.2% | $273,961-70.1% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 3.15% | 75.60%-72.5pp | 62.18%-59.0pp | 41.45%-38.3pp |
| Employer contribution / active EE | $222 | $3,176-93.0% | $2,851-92.2% | $4,869-95.4% |
| Participant deferral / active EE | $222 | $3,901-94.3% | $3,517-93.7% | $5,287-95.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |