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 | $0 | $127,386-100.0% | $115,037-100.0% | $125,391-100.0% |
| Participation rate | 0.0% | 84.2%-84.2pp | 81.4%-81.4pp | 83.2%-83.2pp |
| Annual return | 3.54% | 31.28%-27.7pp | 26.14%-22.6pp | 282.22%-278.7pp |
| Employer contribution / active EE | $1,119 | $5,166-78.3% | $4,608-75.7% | $4,866-77.0% |
| Participant deferral / active EE | $540 | $6,423-91.6% | $6,026-91.0% | $5,352-89.9% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |