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 | $83,328 | $104,251-20.1% | $91,001-8.4% | $147,584-43.5% |
| Participation rate | 25.0% | 78.2%-53.2pp | 75.6%-50.6pp | 82.8%-57.8pp |
| Annual return | 21.78% | 27.06%-5.3pp | 4.60%+17.2pp | 578.55%-556.8pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $244 | $4,195-94.2% | $3,547-93.1% | $5,439-95.5% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |