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 7-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 | $29,140 | $227,553-87.2% | $189,557-84.6% | $167,490-82.6% |
| Participation rate | 36.4% | 82.5%-46.1pp | 78.4%-42.1pp | 82.1%-45.7pp |
| Annual return | 13.47% | 78.40%-64.9pp | 64.17%-50.7pp | 478.56%-465.1pp |
| Employer contribution / active EE | $619 | $5,316-88.4% | $4,412-86.0% | $4,837-87.2% |
| Participant deferral / active EE | $685 | $7,002-90.2% | $6,174-88.9% | $6,341-89.2% |
| Admin fee / account holder | $15 | $11,878-99.9% | $9,807-99.8% | $12,309-99.9% |