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 3-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 | $16,009 | $77,899-79.4% | $149,673-89.3% | $75,163-78.7% |
| Participation rate | 11.1% | 65.6%-54.5pp | 78.8%-67.7pp | 67.2%-56.1pp |
| Annual return | 31.31% | 31.72%-0.4pp | 134.42%-103.1pp | 160.62%-129.3pp |
| Employer contribution / active EE | $453 | $3,137-85.6% | $4,818-90.6% | $2,670-83.1% |
| Participant deferral / active EE | $769 | $3,411-77.4% | $5,680-86.5% | $4,125-81.3% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |