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 | $25,619 | $102,604-75.0% | $86,188-70.3% | $139,434-81.6% |
| Participation rate | 36.8% | 74.5%-37.7pp | 69.0%-32.1pp | 80.3%-43.5pp |
| Annual return | 19.74% | 1922.51%-1902.8pp | 1168.45%-1148.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $655 | $3,032-78.4% | $2,380-72.5% | $4,751-86.2% |
| Participant deferral / active EE | $997 | $4,676-78.7% | $3,985-75.0% | $6,710-85.1% |
| Admin fee / account holder | $230 | $8,657-97.3% | $6,852-96.6% | $11,403-98.0% |