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 | $61,718 | $69,207-10.8% | $64,056-3.7% | $139,434-55.7% |
| Participation rate | 53.8% | 75.6%-21.7pp | 72.3%-18.5pp | 80.3%-26.5pp |
| Annual return | 17.02% | 45.88%-28.9pp | 33.69%-16.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $442 | $3,182-86.1% | $2,747-83.9% | $4,751-90.7% |
| Participant deferral / active EE | $657 | $4,682-86.0% | $3,880-83.1% | $6,710-90.2% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |