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 | $57,645 | $100,970-42.9% | $96,576-40.3% | $137,256-58.0% |
| Participation rate | 28.6% | 82.6%-54.0pp | 81.4%-52.9pp | 80.0%-51.4pp |
| Annual return | 13.47% | 38.16%-24.7pp | 38.47%-25.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $168 | $3,809-95.6% | $3,553-95.3% | $4,156-96.0% |
| Participant deferral / active EE | $671 | $8,286-91.9% | $7,956-91.6% | $6,407-89.5% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |