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 7-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 | $42,602 | $165,335-74.2% | $149,696-71.5% | $158,922-73.2% |
| Participation rate | 39.1% | 84.6%-45.4pp | 82.5%-43.3pp | 82.0%-42.8pp |
| Annual return | 30.28% | 348.15%-317.9pp | 276.60%-246.3pp | 302.83%-272.5pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $716 | $7,181-90.0% | $6,842-89.5% | $5,982-88.0% |
| Admin fee / account holder | $240 | $10,807-97.8% | $9,309-97.4% | $11,246-97.9% |