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 | $41,800 | $183,963-77.3% | $162,163-74.2% | $152,861-72.7% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.4%-22.4pp |
| Annual return | 20.15% | 150.76%-130.6pp | 115.59%-95.4pp | 345.32%-325.2pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,430 | $8,034-82.2% | $7,298-80.4% | $5,850-75.6% |
| Admin fee / account holder | $249 | $13,121-98.1% | $10,843-97.7% | $11,596-97.9% |