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 | $9,909 | $68,097-85.4% | $62,929-84.3% | $137,256-92.8% |
| Participation rate | 19.0% | 77.4%-58.4pp | 73.1%-54.1pp | 80.0%-60.9pp |
| Annual return | 20.34% | 1859.11%-1838.8pp | 1063.93%-1043.6pp | 220.34%-200.0pp |
| Employer contribution / active EE | $431 | $2,811-84.7% | $2,505-82.8% | $4,156-89.6% |
| Participant deferral / active EE | $596 | $4,553-86.9% | $3,888-84.7% | $6,407-90.7% |
| Admin fee / account holder | $83 | $6,521-98.7% | $5,065-98.4% | $12,270-99.3% |