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 | $22,215 | $63,346-64.9% | $92,233-75.9% | $70,131-68.3% |
| Participation rate | 31.3% | 68.7%-37.4pp | 76.5%-45.2pp | 69.5%-38.3pp |
| Annual return | 16.41% | 530.12%-513.7pp | 176.28%-159.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $530 | $2,471-78.6% | $3,679-85.6% | $2,342-77.4% |
| Participant deferral / active EE | $816 | $2,854-71.4% | $3,897-79.1% | $3,332-75.5% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |