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 | $65,403 | $78,422-16.6% | $95,952-31.8% | $79,858-18.1% |
| Participation rate | 46.4% | 73.5%-27.1pp | 77.1%-30.6pp | 69.6%-23.2pp |
| Annual return | 24.88% | 19.37%+5.5pp | 91.61%-66.7pp | 31.71%-6.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $358 | $3,440-89.6% | $4,167-91.4% | $3,740-90.4% |
| Admin fee / account holder | $253 | $5,622-95.5% | $6,795-96.3% | $5,306-95.2% |