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 | $50,185 | $77,314-35.1% | $177,989-71.8% | $80,856-37.9% |
| Participation rate | 1.6% | 65.7%-64.1pp | 77.1%-75.5pp | 67.6%-66.1pp |
| Annual return | 13.65% | 18.09%-4.4pp | 294.48%-280.8pp | 35.59%-21.9pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $167 | $4,411-96.2% | $6,276-97.3% | $4,296-96.1% |
| Admin fee / account holder | $280 | $7,191-96.1% | $10,363-97.3% | $6,918-96.0% |