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 | $19,957 | $102,966-80.6% | $90,281-77.9% | $152,861-86.9% |
| Participation rate | 36.4% | 75.9%-39.5pp | 73.3%-36.9pp | 82.4%-46.1pp |
| Annual return | 14.69% | 95.16%-80.5pp | 78.10%-63.4pp | 345.32%-330.6pp |
| Employer contribution / active EE | $189 | $3,139-94.0% | $2,854-93.4% | $4,762-96.0% |
| Participant deferral / active EE | $482 | $4,281-88.7% | $3,885-87.6% | $5,850-91.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |