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 | $49,487 | $70,428-29.7% | $96,562-48.8% | $85,850-42.4% |
| Participation rate | 20.0% | 61.8%-41.8pp | 69.8%-49.8pp | 69.3%-49.3pp |
| Annual return | 13.10% | 18.59%-5.5pp | 37.78%-24.7pp | 318.53%-305.4pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $463 | $2,894-84.0% | $3,849-88.0% | $3,952-88.3% |
| Admin fee / account holder | $66 | $4,997-98.7% | $6,181-98.9% | $6,260-98.9% |