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 | $50,830 | $78,694-35.4% | $67,652-24.9% | $125,391-59.5% |
| Participation rate | 40.0% | 78.8%-38.8pp | 75.7%-35.7pp | 83.2%-43.2pp |
| Annual return | 10.72% | 9.46%+1.3pp | 6625.04%-6614.3pp | 282.22%-271.5pp |
| Employer contribution / active EE | $701 | $3,044-77.0% | $2,266-69.1% | $4,866-85.6% |
| Participant deferral / active EE | $823 | $4,292-80.8% | $3,560-76.9% | $5,352-84.6% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,540-100.0% |