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 | $11,927 | $77,419-84.6% | $69,455-82.8% | $152,861-92.2% |
| Participation rate | 64.7% | 78.1%-13.4pp | 74.6%-9.9pp | 82.4%-17.7pp |
| Annual return | 23.02% | 39.06%-16.0pp | 28.97%-5.9pp | 345.32%-322.3pp |
| Employer contribution / active EE | $607 | $3,315-81.7% | $2,779-78.2% | $4,762-87.3% |
| Participant deferral / active EE | $669 | $4,414-84.8% | $3,535-81.1% | $5,850-88.6% |
| Admin fee / account holder | $20 | $6,207-99.7% | $3,839-99.5% | $11,596-99.8% |