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 | $51,089 | $95,561-46.5% | $77,163-33.8% | $139,434-63.4% |
| Participation rate | 25.0% | 73.9%-48.9pp | 69.6%-44.6pp | 80.3%-55.3pp |
| Annual return | 11.57% | 54.92%-43.4pp | 37.87%-26.3pp | 372.94%-361.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $325 | $4,624-93.0% | $3,833-91.5% | $6,710-95.2% |
| Admin fee / account holder | $83 | $8,295-99.0% | $5,472-98.5% | $11,403-99.3% |