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 | $75,807 | $106,584-28.9% | $101,326-25.2% | $142,382-46.8% |
| Participation rate | 25.0% | 82.7%-57.7pp | 81.5%-56.5pp | 80.1%-55.1pp |
| Annual return | 13.41% | 36.93%-23.5pp | 36.82%-23.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $286 | $3,956-92.8% | $3,665-92.2% | $4,299-93.3% |
| Participant deferral / active EE | $674 | $8,297-91.9% | $7,994-91.6% | $6,507-89.6% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |