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 | $17,258 | $77,899-77.8% | $149,673-88.5% | $75,163-77.0% |
| Participation rate | 10.9% | 65.6%-54.7pp | 78.8%-67.9pp | 67.2%-56.3pp |
| Annual return | 19.59% | 31.72%-12.1pp | 134.42%-114.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $328 | $3,411-90.4% | $5,680-94.2% | $4,125-92.0% |
| Admin fee / account holder | $90 | $5,956-98.5% | $13,210-99.3% | $5,651-98.4% |