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 | $13,886 | $85,202-83.7% | $172,739-92.0% | $72,985-81.0% |
| Participation rate | 13.4% | 70.1%-56.6pp | 82.6%-69.2pp | 69.5%-56.1pp |
| Annual return | 24.25% | 27.32%-3.1pp | 802.84%-778.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $245 | $3,260-92.5% | $5,198-95.3% | $3,607-93.2% |
| Admin fee / account holder | $49 | $5,884-99.2% | $13,954-99.6% | $5,124-99.0% |