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 | $56,321 | $159,602-64.7% | $150,045-62.5% | $142,382-60.4% |
| Participation rate | 18.2% | 84.0%-65.8pp | 82.3%-64.1pp | 80.1%-61.9pp |
| Annual return | 13.70% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $760 | $8,310-90.9% | $7,997-90.5% | $6,507-88.3% |
| Admin fee / account holder | $274 | $14,846-98.2% | $13,435-98.0% | $12,624-97.8% |