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 | $43,245 | $104,907-58.8% | $84,611-48.9% | $152,861-71.7% |
| Participation rate | 15.4% | 74.8%-59.4pp | 68.2%-52.8pp | 82.4%-67.1pp |
| Annual return | 26.74% | 373.79%-347.1pp | 258.74%-232.0pp | 345.32%-318.6pp |
| Employer contribution / active EE | $308 | $3,302-90.7% | $2,652-88.4% | $4,762-93.5% |
| Participant deferral / active EE | $438 | $4,688-90.6% | $3,899-88.8% | $5,850-92.5% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |