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 | $72,146 | $72,400-0.4% | $67,502+6.9% | $145,922-50.6% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 14.72% | 7182.46%-7167.7pp | 3512.12%-3497.4pp | 561.29%-546.6pp |
| Employer contribution / active EE | $507 | $3,069-83.5% | $2,731-81.4% | $4,660-89.1% |
| Participant deferral / active EE | $613 | $4,783-87.2% | $4,000-84.7% | $6,688-90.8% |
| Admin fee / account holder | $27 | $5,539-99.5% | $3,998-99.3% | $13,397-99.8% |