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 | $10,780 | $102,966-89.5% | $90,281-88.1% | $152,861-92.9% |
| Participation rate | 22.2% | 75.9%-53.6pp | 73.3%-51.0pp | 82.4%-60.2pp |
| Annual return | 28.14% | 95.16%-67.0pp | 78.10%-50.0pp | 345.32%-317.2pp |
| Employer contribution / active EE | $310 | $3,139-90.1% | $2,854-89.1% | $4,762-93.5% |
| Participant deferral / active EE | $101 | $4,281-97.6% | $3,885-97.4% | $5,850-98.3% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |