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 | $65,958 | $85,766-23.1% | $136,294-51.6% | $70,131-6.0% |
| Participation rate | 28.9% | 74.2%-45.3pp | 81.9%-53.0pp | 69.5%-40.7pp |
| Annual return | 15.86% | 31.45%-15.6pp | 5155.94%-5140.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $660 | $5,051-86.9% | $6,247-89.4% | $3,332-80.2% |
| Admin fee / account holder | $95 | $5,420-98.2% | $9,243-99.0% | $4,645-97.9% |