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 | $78,926 | $100,852-21.7% | $90,404-12.7% | $158,922-50.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 22.88% | 1724.20%-1701.3pp | 1293.02%-1270.1pp | 302.83%-279.9pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $135 | $4,348-96.9% | $3,963-96.6% | $5,982-97.7% |
| Admin fee / account holder | $37 | $6,501-99.4% | $5,611-99.3% | $11,246-99.7% |