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 | $60,652 | $124,319-51.2% | $111,297-45.5% | $167,490-63.8% |
| Participation rate | 25.0% | 79.6%-54.6pp | 77.3%-52.3pp | 82.1%-57.1pp |
| Annual return | 18.64% | 37.44%-18.8pp | 54.65%-36.0pp | 478.56%-459.9pp |
| Employer contribution / active EE | $819 | $3,435-76.2% | $2,731-70.0% | $4,837-83.1% |
| Participant deferral / active EE | $866 | $5,180-83.3% | $4,487-80.7% | $6,341-86.3% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |