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 | $55,542 | $105,126-47.2% | $94,646-41.3% | $139,434-60.2% |
| Participation rate | 61.5% | 82.4%-20.8pp | 80.8%-19.3pp | 80.3%-18.8pp |
| Annual return | 20.98% | 38.03%-17.0pp | 156.71%-135.7pp | 372.94%-352.0pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,144 | $7,599-71.8% | $7,418-71.1% | $6,710-68.0% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |