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 | $26,998 | $98,240-72.5% | $82,313-67.2% | $147,584-81.7% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.8pp | 82.8%-25.7pp |
| Annual return | 19.39% | 30.85%-11.5pp | 25.88%-6.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $677 | $3,192-78.8% | $2,428-72.1% | $4,876-86.1% |
| Participant deferral / active EE | $780 | $4,383-82.2% | $3,706-78.9% | $5,439-85.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |