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 | $35,822 | $102,966-65.2% | $90,281-60.3% | $152,861-76.6% |
| Participation rate | 11.8% | 75.9%-64.1pp | 73.3%-61.5pp | 82.4%-70.7pp |
| Annual return | 24.70% | 95.16%-70.5pp | 78.10%-53.4pp | 345.32%-320.6pp |
| Employer contribution / active EE | $198 | $3,139-93.7% | $2,854-93.1% | $4,762-95.8% |
| Participant deferral / active EE | $248 | $4,281-94.2% | $3,885-93.6% | $5,850-95.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |