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 8-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 | $15,639 | $53,127-70.6% | $86,590-81.9% | $70,131-77.7% |
| Participation rate | 17.2% | 65.3%-48.1pp | 73.5%-56.3pp | 69.5%-52.3pp |
| Annual return | 20.77% | 27.66%-6.9pp | 964.84%-944.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $302 | $2,068-85.4% | $2,839-89.4% | $2,342-87.1% |
| Participant deferral / active EE | $387 | $2,696-85.6% | $3,609-89.3% | $3,332-88.4% |
| Admin fee / account holder | $128 | $3,585-96.4% | $4,906-97.4% | $4,645-97.2% |