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 8-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 | $26,155 | $89,355-70.7% | $141,162-81.5% | $72,985-64.2% |
| Participation rate | 29.0% | 75.1%-46.1pp | 82.5%-53.4pp | 69.5%-40.5pp |
| Annual return | 28.25% | 111.85%-83.6pp | 71.39%-43.1pp | 81.00%-52.7pp |
| Employer contribution / active EE | $940 | $3,114-69.8% | $4,735-80.1% | $2,440-61.5% |
| Participant deferral / active EE | $1,577 | $5,418-70.9% | $6,709-76.5% | $3,607-56.3% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |