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 | $42,032 | $171,865-75.5% | $149,718-71.9% | $147,584-71.5% |
| Participation rate | 65.0% | 88.2%-23.2pp | 87.1%-22.1pp | 82.8%-17.8pp |
| Annual return | 15.56% | 2113.22%-2097.7pp | 1501.63%-1486.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,155 | $7,271-84.1% | $6,569-82.4% | $5,439-78.8% |
| Admin fee / account holder | $284 | $13,799-97.9% | $11,283-97.5% | $10,885-97.4% |