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 7-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 | $19,212 | $77,899-75.3% | $149,673-87.2% | $75,163-74.4% |
| Participation rate | 34.3% | 65.6%-31.3pp | 78.8%-44.4pp | 67.2%-32.9pp |
| Annual return | 19.11% | 31.72%-12.6pp | 134.42%-115.3pp | 160.62%-141.5pp |
| Employer contribution / active EE | $731 | $3,137-76.7% | $4,818-84.8% | $2,670-72.6% |
| Participant deferral / active EE | $843 | $3,411-75.3% | $5,680-85.2% | $4,125-79.6% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |