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 | $90,834 | $176,812-48.6% | $146,665-38.1% | $167,490-45.8% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 9.88% | 24.03%-14.1pp | 22.74%-12.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,068 | $5,160-79.3% | $4,136-74.2% | $4,837-77.9% |
| Participant deferral / active EE | $1,641 | $6,440-74.5% | $5,506-70.2% | $6,341-74.1% |
| Admin fee / account holder | $36 | $13,259-99.7% | $10,280-99.6% | $12,309-99.7% |