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 6-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 | $38,677 | $92,703-58.3% | $82,719-53.2% | $134,475-71.2% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | 1.69% | 944.92%-943.2pp | 701.18%-699.5pp | 417.96%-416.3pp |
| Employer contribution / active EE | $691 | $3,274-78.9% | $3,009-77.0% | $4,740-85.4% |
| Participant deferral / active EE | $864 | $4,802-82.0% | $4,395-80.3% | $6,400-86.5% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |