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 | $30,207 | $52,580-42.5% | $71,671-57.9% | $70,131-56.9% |
| Participation rate | 50.0% | 60.9%-10.9pp | 68.7%-18.7pp | 69.5%-19.5pp |
| Annual return | 13.31% | 20.25%-6.9pp | 20.65%-7.3pp | 73.14%-59.8pp |
| Employer contribution / active EE | $318 | $1,616-80.3% | $2,460-87.1% | $2,342-86.4% |
| Participant deferral / active EE | $706 | $2,386-70.4% | $3,438-79.5% | $3,332-78.8% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |