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 9-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 | $0 | $162,781-100.0% | $133,956-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 83.2%-83.2pp | 79.8%-79.8pp | 82.0%-82.0pp |
| Annual return | 15.56% | 41.94%-26.4pp | 45.09%-29.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $2,557 | $4,975-48.6% | $3,919-34.7% | $4,761-46.3% |
| Participant deferral / active EE | $1,341 | $5,911-77.3% | $5,048-73.4% | $5,982-77.6% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |