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 | $16,007 | $95,561-83.2% | $77,163-79.3% | $139,434-88.5% |
| Participation rate | 47.8% | 73.9%-26.1pp | 69.6%-21.7pp | 80.3%-32.5pp |
| Annual return | 10.27% | 54.92%-44.6pp | 37.87%-27.6pp | 372.94%-362.7pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $20 | $4,624-99.6% | $3,833-99.5% | $6,710-99.7% |
| Admin fee / account holder | $68 | $8,295-99.2% | $5,472-98.8% | $11,403-99.4% |