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 | $30,765 | $83,477-63.1% | $125,175-75.4% | $72,985-57.8% |
| Participation rate | 33.3% | 73.3%-40.0pp | 79.8%-46.4pp | 69.5%-36.2pp |
| Annual return | 26.03% | 25.78%+0.3pp | 43.79%-17.8pp | 81.00%-55.0pp |
| Employer contribution / active EE | $854 | $2,345-63.6% | $3,865-77.9% | $2,440-65.0% |
| Participant deferral / active EE | $1,483 | $3,585-58.6% | $4,937-70.0% | $3,607-58.9% |
| Admin fee / account holder | $0 | $5,517-100.0% | $9,702-100.0% | $5,124-100.0% |