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 | $23,774 | $142,405-83.3% | $115,157-79.4% | $152,861-84.4% |
| Participation rate | 60.0% | 82.4%-22.4pp | 75.9%-15.9pp | 82.4%-22.4pp |
| Annual return | 27.86% | 41.48%-13.6pp | 35.60%-7.7pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,108 | $4,010-72.4% | $3,179-65.2% | $4,762-76.7% |
| Participant deferral / active EE | $695 | $5,164-86.5% | $4,168-83.3% | $5,850-88.1% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |