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 | $15,773 | $60,124-73.8% | $90,404-82.6% | $79,858-80.2% |
| Participation rate | 24.6% | 65.0%-40.3pp | 72.7%-48.0pp | 69.6%-45.0pp |
| Annual return | 14.87% | 71.94%-57.1pp | 1293.02%-1278.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $364 | $2,068-82.4% | $3,262-88.8% | $2,471-85.3% |
| Participant deferral / active EE | $426 | $2,938-85.5% | $3,963-89.3% | $3,740-88.6% |
| Admin fee / account holder | $192 | $3,976-95.2% | $5,611-96.6% | $5,306-96.4% |