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 | $126,471 | $165,335-23.5% | $149,696-15.5% | $158,922-20.4% |
| Participation rate | 15.8% | 84.6%-68.8pp | 82.5%-66.7pp | 82.0%-66.2pp |
| Annual return | 18.69% | 348.15%-329.5pp | 276.60%-257.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $641 | $7,181-91.1% | $6,842-90.6% | $5,982-89.3% |
| Admin fee / account holder | $33 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |