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 | $26,760 | $89,753-70.2% | $107,525-75.1% | $84,808-68.4% |
| Participation rate | 6.5% | 68.1%-61.5pp | 75.1%-68.6pp | 68.3%-61.8pp |
| Annual return | 18.63% | 29.48%-10.8pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $165 | $4,056-95.9% | $5,116-96.8% | $4,212-96.1% |
| Admin fee / account holder | $33 | $7,222-99.5% | $8,919-99.6% | $7,344-99.6% |