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 | $34,506 | $86,286-60.0% | $111,297-69.0% | $85,850-59.8% |
| Participation rate | 32.6% | 73.3%-40.7pp | 77.3%-44.7pp | 69.3%-36.7pp |
| Annual return | 21.66% | 19.99%+1.7pp | 54.65%-33.0pp | 318.53%-296.9pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $994 | $3,641-72.7% | $4,487-77.9% | $3,952-74.9% |
| Admin fee / account holder | $118 | $8,188-98.6% | $7,964-98.5% | $6,260-98.1% |