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 | $32,756 | $121,625-73.1% | $104,607-68.7% | $158,922-79.4% |
| Participation rate | 62.5% | 77.5%-15.0pp | 74.1%-11.6pp | 82.0%-19.5pp |
| Annual return | 18.01% | 465.26%-447.2pp | 340.46%-322.5pp | 302.83%-284.8pp |
| Employer contribution / active EE | $472 | $3,163-85.1% | $2,681-82.4% | $4,761-90.1% |
| Participant deferral / active EE | $576 | $4,177-86.2% | $3,740-84.6% | $5,982-90.4% |
| Admin fee / account holder | $12 | $7,787-99.8% | $6,473-99.8% | $11,246-99.9% |