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 | $54,174 | $77,419-30.0% | $69,455-22.0% | $152,861-64.6% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.4%-49.1pp |
| Annual return | 18.68% | 39.06%-20.4pp | 28.97%-10.3pp | 345.32%-326.6pp |
| Employer contribution / active EE | $766 | $3,315-76.9% | $2,779-72.5% | $4,762-83.9% |
| Participant deferral / active EE | $766 | $4,414-82.7% | $3,535-78.3% | $5,850-86.9% |
| Admin fee / account holder | $24 | $6,207-99.6% | $3,839-99.4% | $11,596-99.8% |