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 | $43,466 | $149,734-71.0% | $118,925-63.5% | $158,922-72.6% |
| Participation rate | 65.0% | 82.1%-17.1pp | 75.4%-10.4pp | 82.0%-17.0pp |
| Annual return | 20.33% | 19.95%+0.4pp | 35.88%-15.6pp | 302.83%-282.5pp |
| Employer contribution / active EE | $931 | $4,115-77.4% | $3,263-71.5% | $4,761-80.5% |
| Participant deferral / active EE | $1,069 | $5,223-79.5% | $4,265-74.9% | $5,982-82.1% |
| Admin fee / account holder | $44 | $8,603-99.5% | $6,581-99.3% | $11,246-99.6% |