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 | $73,292 | $115,708-36.7% | $65,255+12.3% | $139,434-47.4% |
| Participation rate | 0.0% | 67.8%-67.8pp | 65.0%-65.0pp | 80.3%-80.3pp |
| Annual return | 14.23% | 31.19%-17.0pp | 47.35%-33.1pp | 372.94%-358.7pp |
| Employer contribution / active EE | $465 | $2,599-82.1% | $1,691-72.5% | $4,751-90.2% |
| Participant deferral / active EE | $465 | $4,240-89.0% | $2,831-83.6% | $6,710-93.1% |
| Admin fee / account holder | $229 | $6,698-96.6% | $4,112-94.4% | $11,403-98.0% |