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 | $45,151 | $61,052-26.0% | $142,863-68.4% | $79,386-43.1% |
| Participation rate | 23.1% | 60.1%-37.0pp | 71.9%-48.8pp | 70.7%-47.6pp |
| Annual return | 14.30% | 16.02%-1.7pp | 5637.54%-5623.2pp | 116.85%-102.6pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,144-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $325 | $2,879-88.7% | $3,837-91.5% | $4,046-92.0% |
| Admin fee / account holder | $86 | $659-87.0% | $6,560-98.7% | $626-86.3% |