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 | $8,398 | $70,756-88.1% | $65,493-87.2% | $142,382-94.1% |
| Participation rate | 6.3% | 77.4%-71.1pp | 73.1%-66.8pp | 80.1%-73.9pp |
| Annual return | 11.83% | 1754.89%-1743.1pp | 982.45%-970.6pp | 217.08%-205.2pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $505 | $4,637-89.1% | $3,961-87.3% | $6,507-92.2% |
| Admin fee / account holder | $148 | $6,559-97.7% | $5,028-97.1% | $12,624-98.8% |