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 | $51,884 | $63,346-18.1% | $92,233-43.7% | $70,131-26.0% |
| Participation rate | 37.3% | 68.7%-31.4pp | 76.5%-39.2pp | 69.5%-32.3pp |
| Annual return | 12.91% | 530.12%-517.2pp | 176.28%-163.4pp | 73.14%-60.2pp |
| Employer contribution / active EE | $620 | $2,471-74.9% | $3,679-83.2% | $2,342-73.5% |
| Participant deferral / active EE | $1,124 | $2,854-60.6% | $3,897-71.1% | $3,332-66.3% |
| Admin fee / account holder | $5 | $3,840-99.9% | $5,194-99.9% | $4,645-99.9% |