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 | $29,460 | $85,202-65.4% | $172,739-82.9% | $72,985-59.6% |
| Participation rate | 12.9% | 70.1%-57.2pp | 82.6%-69.7pp | 69.5%-56.6pp |
| Annual return | 17.25% | 27.32%-10.1pp | 802.84%-785.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $612 | $3,260-81.2% | $5,198-88.2% | $3,607-83.0% |
| Admin fee / account holder | $262 | $5,884-95.6% | $13,954-98.1% | $5,124-94.9% |