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 | $81,862 | $86,286-5.1% | $111,297-26.4% | $85,850-4.6% |
| Participation rate | 40.7% | 73.3%-32.6pp | 77.3%-36.6pp | 69.3%-28.6pp |
| Annual return | 17.79% | 19.99%-2.2pp | 54.65%-36.9pp | 318.53%-300.7pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $246 | $3,641-93.2% | $4,487-94.5% | $3,952-93.8% |
| Admin fee / account holder | $192 | $8,188-97.7% | $7,964-97.6% | $6,260-96.9% |