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 | $16,134 | $76,000-78.8% | $154,107-89.5% | $64,186-74.9% |
| Participation rate | 22.5% | 70.4%-47.9pp | 83.0%-60.5pp | 69.6%-47.1pp |
| Annual return | 11.71% | 30.32%-18.6pp | 735.12%-723.4pp | 7.63%+4.1pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $653 | $3,175-79.4% | $5,081-87.1% | $3,470-81.2% |
| Admin fee / account holder | $8 | $5,596-99.9% | $13,411-99.9% | $4,888-99.8% |