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 7-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 | $25,769 | $114,381-77.5% | $107,525-76.0% | $142,382-81.9% |
| Participation rate | 17.4% | 78.1%-60.7pp | 75.1%-57.7pp | 80.1%-62.7pp |
| Annual return | 13.79% | 242.71%-228.9pp | 181.32%-167.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $588 | $5,564-89.4% | $5,116-88.5% | $6,507-91.0% |
| Admin fee / account holder | $244 | $9,860-97.5% | $8,919-97.3% | $12,624-98.1% |