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 | $19,677 | $175,202-88.8% | $149,673-86.9% | $139,434-85.9% |
| Participation rate | 45.0% | 83.4%-38.4pp | 78.8%-33.8pp | 80.3%-35.3pp |
| Annual return | 16.69% | 166.71%-150.0pp | 134.42%-117.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $438 | $6,519-93.3% | $5,680-92.3% | $6,710-93.5% |
| Admin fee / account holder | $221 | $16,150-98.6% | $13,210-98.3% | $11,403-98.1% |