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 | $73,431 | $107,934-32.0% | $91,989-20.2% | $152,861-52.0% |
| Participation rate | 14.3% | 81.2%-66.9pp | 78.6%-64.3pp | 82.4%-68.2pp |
| Annual return | 26.01% | 89.24%-63.2pp | 69.02%-43.0pp | 345.32%-319.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,793 | $6,364-71.8% | $5,923-69.7% | $5,850-69.4% |
| Admin fee / account holder | $10 | $10,520-99.9% | $7,743-99.9% | $11,596-99.9% |