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 9-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 | $50,494 | $102,966-51.0% | $90,281-44.1% | $152,861-67.0% |
| Participation rate | 12.5% | 75.9%-63.4pp | 73.3%-60.8pp | 82.4%-69.9pp |
| Annual return | 24.22% | 95.16%-70.9pp | 78.10%-53.9pp | 345.32%-321.1pp |
| Employer contribution / active EE | $390 | $3,139-87.6% | $2,854-86.3% | $4,762-91.8% |
| Participant deferral / active EE | $488 | $4,281-88.6% | $3,885-87.5% | $5,850-91.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |