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 9-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 | $38,750 | $157,256-75.4% | $141,162-72.5% | $152,861-74.7% |
| Participation rate | 16.7% | 84.8%-68.2pp | 82.5%-65.8pp | 82.4%-65.8pp |
| Annual return | 27.35% | 64.32%-37.0pp | 71.39%-44.0pp | 345.32%-318.0pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $147 | $7,109-97.9% | $6,709-97.8% | $5,850-97.5% |
| Admin fee / account holder | $166 | $12,120-98.6% | $10,261-98.4% | $11,596-98.6% |