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 | $13,886 | $102,966-86.5% | $90,281-84.6% | $152,861-90.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 25.37% | 95.16%-69.8pp | 78.10%-52.7pp | 345.32%-319.9pp |
| Employer contribution / active EE | $525 | $3,139-83.3% | $2,854-81.6% | $4,762-89.0% |
| Participant deferral / active EE | $600 | $4,281-86.0% | $3,885-84.6% | $5,850-89.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |