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 | $51,975 | $138,065-62.4% | $123,544-57.9% | $135,375-61.6% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | 0.37% | 153.68%-153.3pp | 119.20%-118.8pp | 519.73%-519.4pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $981 | $6,799-85.6% | $6,426-84.7% | $5,609-82.5% |
| Admin fee / account holder | $6 | $10,916-99.9% | $9,284-99.9% | $10,827-99.9% |