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 | $51,115 | $65,041-21.4% | $90,951-43.8% | $79,858-36.0% |
| Participation rate | 9.3% | 61.6%-52.3pp | 69.0%-59.7pp | 69.6%-60.4pp |
| Annual return | 17.82% | 30.45%-12.6pp | 134.60%-116.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $243 | $2,512-90.3% | $3,373-92.8% | $3,740-93.5% |
| Admin fee / account holder | $63 | $4,536-98.6% | $5,959-98.9% | $5,306-98.8% |