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 | $16,465 | $83,337-80.2% | $67,834-75.7% | $273,961-94.0% |
| Participation rate | 28.6% | 76.4%-47.9pp | 68.8%-40.2pp | 83.0%-54.4pp |
| Annual return | 5.31% | 259.45%-254.1pp | 138.47%-133.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $560 | $3,287-83.0% | $2,403-76.7% | $4,869-88.5% |
| Participant deferral / active EE | $702 | $4,088-82.8% | $3,160-77.8% | $5,287-86.7% |
| Admin fee / account holder | $158 | $6,752-97.7% | $4,622-96.6% | $10,132-98.4% |