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 | $90,368 | $92,703-2.5% | $82,719+9.2% | $134,475-32.8% |
| Participation rate | 12.5% | 75.2%-62.7pp | 72.6%-60.1pp | 81.2%-68.7pp |
| Annual return | 1.19% | 944.92%-943.7pp | 701.18%-700.0pp | 417.96%-416.8pp |
| Employer contribution / active EE | $398 | $3,274-87.9% | $3,009-86.8% | $4,740-91.6% |
| Participant deferral / active EE | $398 | $4,802-91.7% | $4,395-91.0% | $6,400-93.8% |
| Admin fee / account holder | $77 | $5,983-98.7% | $5,329-98.6% | $11,426-99.3% |