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 | $65,062 | $104,907-38.0% | $84,611-23.1% | $152,861-57.4% |
| Participation rate | 14.3% | 74.8%-60.5pp | 68.2%-53.9pp | 82.4%-68.2pp |
| Annual return | 20.48% | 373.79%-353.3pp | 258.74%-238.3pp | 345.32%-324.8pp |
| Employer contribution / active EE | $614 | $3,302-81.4% | $2,652-76.9% | $4,762-87.1% |
| Participant deferral / active EE | $767 | $4,688-83.6% | $3,899-80.3% | $5,850-86.9% |
| Admin fee / account holder | $55 | $6,241-99.1% | $4,912-98.9% | $11,596-99.5% |