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 | $60,971 | $106,515-42.8% | $96,683-36.9% | $139,434-56.3% |
| Participation rate | 34.8% | 77.8%-43.1pp | 74.3%-39.6pp | 80.3%-45.5pp |
| Annual return | 231.92% | 38.43%+193.5pp | 35.69%+196.2pp | 372.94%-141.0pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,226 | $5,454-77.5% | $4,878-74.9% | $6,710-81.7% |
| Admin fee / account holder | $204 | $7,877-97.4% | $6,730-97.0% | $11,403-98.2% |