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 | $44,390 | $91,552-51.5% | $133,956-66.9% | $79,858-44.4% |
| Participation rate | 10.9% | 73.3%-62.5pp | 79.8%-69.0pp | 69.6%-58.8pp |
| Annual return | 14.17% | 61.85%-47.7pp | 45.09%-30.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $136 | $3,733-96.4% | $5,048-97.3% | $3,740-96.4% |
| Admin fee / account holder | $10 | $6,321-99.8% | $8,927-99.9% | $5,306-99.8% |