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 | $70,833 | $165,335-57.2% | $149,696-52.7% | $158,922-55.4% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 9.60% | 348.15%-338.5pp | 276.60%-267.0pp | 302.83%-293.2pp |
| Employer contribution / active EE | $1,312 | $5,103-74.3% | $4,644-71.8% | $4,761-72.4% |
| Participant deferral / active EE | $1,782 | $7,181-75.2% | $6,842-74.0% | $5,982-70.2% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |