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 | $64,241 | $97,744-34.3% | $103,476-37.9% | $145,922-56.0% |
| Participation rate | 29.2% | 81.1%-51.9pp | 80.5%-51.3pp | 80.3%-51.1pp |
| Annual return | 12.17% | 25.41%-13.2pp | 23.90%-11.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $0 | $4,677-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $701 | $6,603-89.4% | $6,623-89.4% | $6,688-89.5% |
| Admin fee / account holder | $54 | $12,515-99.6% | $9,413-99.4% | $13,397-99.6% |