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 | $41,631 | $91,190-54.3% | $178,490-76.7% | $79,858-47.9% |
| Participation rate | 5.5% | 69.2%-63.7pp | 81.9%-76.5pp | 69.6%-64.2pp |
| Annual return | 10.74% | 24.19%-13.4pp | 151.07%-140.3pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $152 | $3,236-95.3% | $5,202-97.1% | $3,740-95.9% |
| Admin fee / account holder | $105 | $6,751-98.4% | $13,984-99.3% | $5,306-98.0% |