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 | $69,073 | $69,763-1.0% | $67,502+2.3% | $74,495-7.3% |
| Participation rate | 27.8% | 71.4%-43.5pp | 72.9%-45.0pp | 67.2%-39.4pp |
| Annual return | 16.65% | -40.34%+57.0pp | 3512.12%-3495.5pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $810 | $3,636-77.7% | $4,000-79.7% | $4,346-81.4% |
| Admin fee / account holder | $97 | $896-89.2% | $3,998-97.6% | $1,942-95.0% |