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 | $30,535 | $99,652-69.4% | $78,778-61.2% | $147,584-79.3% |
| Participation rate | 30.0% | 76.2%-46.2pp | 69.2%-39.2pp | 82.8%-52.8pp |
| Annual return | 11.26% | 47.28%-36.0pp | 35.62%-24.4pp | 578.55%-567.3pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $695 | $3,664-81.0% | $2,958-76.5% | $5,439-87.2% |
| Admin fee / account holder | $125 | $7,155-98.2% | $5,134-97.6% | $10,885-98.8% |