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 | $93,313 | $202,432-53.9% | $169,368-44.9% | $139,434-33.1% |
| Participation rate | 28.6% | 81.1%-52.5pp | 77.1%-48.6pp | 80.3%-51.7pp |
| Annual return | 17.20% | 531.74%-514.5pp | 405.60%-388.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $309 | $6,938-95.6% | $6,221-95.0% | $6,710-95.4% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |