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 | $73,966 | $127,777-42.1% | $106,548-30.6% | $167,490-55.8% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 32.84% | 33.87%-1.0pp | 26.80%+6.0pp | 478.56%-445.7pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $278 | $5,087-94.5% | $4,398-93.7% | $6,341-95.6% |
| Admin fee / account holder | $68 | $11,228-99.4% | $7,407-99.1% | $12,309-99.4% |