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 | $34,591 | $115,770-70.1% | $101,248-65.8% | $158,922-78.2% |
| Participation rate | 47.6% | 79.4%-31.7pp | 75.8%-28.2pp | 82.0%-34.3pp |
| Annual return | 17.27% | 56.14%-38.9pp | 46.47%-29.2pp | 302.83%-285.6pp |
| Employer contribution / active EE | $880 | $4,175-78.9% | $3,660-75.9% | $4,761-81.5% |
| Participant deferral / active EE | $961 | $4,957-80.6% | $4,370-78.0% | $5,982-83.9% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |