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 | $22,173 | $102,604-78.4% | $86,188-74.3% | $139,434-84.1% |
| Participation rate | 53.8% | 74.5%-20.6pp | 69.0%-15.1pp | 80.3%-26.5pp |
| Annual return | 22.59% | 1922.51%-1899.9pp | 1168.45%-1145.9pp | 372.94%-350.4pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $678 | $4,676-85.5% | $3,985-83.0% | $6,710-89.9% |
| Admin fee / account holder | $98 | $8,657-98.9% | $6,852-98.6% | $11,403-99.1% |