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 | $34,058 | $104,907-67.5% | $84,611-59.7% | $152,861-77.7% |
| Participation rate | 25.0% | 74.8%-49.8pp | 68.2%-43.2pp | 82.4%-57.4pp |
| Annual return | 20.80% | 373.79%-353.0pp | 258.74%-237.9pp | 345.32%-324.5pp |
| Employer contribution / active EE | $450 | $3,302-86.4% | $2,652-83.0% | $4,762-90.6% |
| Participant deferral / active EE | $450 | $4,688-90.4% | $3,899-88.5% | $5,850-92.3% |
| Admin fee / account holder | $174 | $6,241-97.2% | $4,912-96.5% | $11,596-98.5% |