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 | $65,679 | $86,286-23.9% | $111,297-41.0% | $85,850-23.5% |
| Participation rate | 65.5% | 73.3%-7.8pp | 77.3%-11.8pp | 69.3%-3.8pp |
| Annual return | 28.12% | 19.99%+8.1pp | 54.65%-26.5pp | 318.53%-290.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,149 | $3,641-68.4% | $4,487-74.4% | $3,952-70.9% |
| Admin fee / account holder | $171 | $8,188-97.9% | $7,964-97.9% | $6,260-97.3% |