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 | $34,316 | $117,381-70.8% | $99,443-65.5% | $152,861-77.6% |
| Participation rate | 62.5% | 77.5%-15.0pp | 73.8%-11.3pp | 82.4%-19.9pp |
| Annual return | 18.21% | 31.87%-13.7pp | 30.72%-12.5pp | 345.32%-327.1pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $190 | $4,086-95.3% | $3,619-94.7% | $5,850-96.7% |
| Admin fee / account holder | $100 | $7,631-98.7% | $6,250-98.4% | $11,596-99.1% |