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 | $54,901 | $115,770-52.6% | $101,248-45.8% | $158,922-65.5% |
| Participation rate | 46.7% | 79.4%-32.7pp | 75.8%-29.1pp | 82.0%-35.3pp |
| Annual return | 14.31% | 56.14%-41.8pp | 46.47%-32.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $685 | $4,957-86.2% | $4,370-84.3% | $5,982-88.5% |
| Admin fee / account holder | $57 | $7,245-99.2% | $5,945-99.0% | $11,246-99.5% |