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 | $30,944 | $202,318-84.7% | $172,739-82.1% | $152,861-79.8% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 26.60% | 1029.65%-1003.1pp | 802.84%-776.2pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,491 | $5,856-74.5% | $5,143-71.0% | $4,762-68.7% |
| Participant deferral / active EE | $1,991 | $5,948-66.5% | $5,198-61.7% | $5,850-66.0% |
| Admin fee / account holder | $15 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |