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 | $15,489 | $121,625-87.3% | $104,607-85.2% | $158,922-90.3% |
| Participation rate | 23.5% | 77.5%-54.0pp | 74.1%-50.6pp | 82.0%-58.4pp |
| Annual return | 16.49% | 465.26%-448.8pp | 340.46%-324.0pp | 302.83%-286.3pp |
| Employer contribution / active EE | $227 | $3,163-92.8% | $2,681-91.5% | $4,761-95.2% |
| Participant deferral / active EE | $247 | $4,177-94.1% | $3,740-93.4% | $5,982-95.9% |
| Admin fee / account holder | $98 | $7,787-98.7% | $6,473-98.5% | $11,246-99.1% |