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 | $17,321 | $104,907-83.5% | $84,611-79.5% | $152,861-88.7% |
| Participation rate | 57.1% | 74.8%-17.7pp | 68.2%-11.1pp | 82.4%-25.3pp |
| Annual return | 16.82% | 373.79%-357.0pp | 258.74%-241.9pp | 345.32%-328.5pp |
| Employer contribution / active EE | $537 | $3,302-83.7% | $2,652-79.8% | $4,762-88.7% |
| Participant deferral / active EE | $619 | $4,688-86.8% | $3,899-84.1% | $5,850-89.4% |
| Admin fee / account holder | $5 | $6,241-99.9% | $4,912-99.9% | $11,596-100.0% |