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 | $34,814 | $81,632-57.4% | $70,449-50.6% | $158,922-78.1% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 19.42% | 208.40%-189.0pp | 109.03%-89.6pp | 302.83%-283.4pp |
| Employer contribution / active EE | $533 | $3,217-83.4% | $2,737-80.5% | $4,761-88.8% |
| Participant deferral / active EE | $533 | $4,554-88.3% | $3,709-85.6% | $5,982-91.1% |
| Admin fee / account holder | $272 | $6,193-95.6% | $3,845-92.9% | $11,246-97.6% |