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 | $96,119 | $154,228-37.7% | $145,433-33.9% | $137,256-30.0% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.8pp | 80.0%-43.6pp |
| Annual return | 17.49% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,151 | $4,804-76.1% | $4,554-74.7% | $4,156-72.3% |
| Participant deferral / active EE | $1,520 | $8,216-81.5% | $7,897-80.8% | $6,407-76.3% |
| Admin fee / account holder | $215 | $14,344-98.5% | $13,129-98.4% | $12,270-98.2% |