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 | $42,528 | $45,035-5.6% | $62,995-32.5% | $70,131-39.4% |
| Participation rate | 59.3% | 69.5%-10.3pp | 74.8%-15.5pp | 69.5%-10.3pp |
| Annual return | 24.22% | 18.76%+5.5pp | 87.57%-63.3pp | 73.14%-48.9pp |
| Employer contribution / active EE | $1,233 | $2,051-39.9% | $2,759-55.3% | $2,342-47.3% |
| Participant deferral / active EE | $747 | $2,465-69.7% | $3,329-77.6% | $3,332-77.6% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |