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 | $55,281 | $46,869+17.9% | $122,332-54.8% | $70,131-21.2% |
| Participation rate | 13.8% | 58.2%-44.4pp | 71.6%-57.8pp | 69.5%-55.7pp |
| Annual return | 14.29% | 24.22%-9.9pp | 30.27%-16.0pp | 73.14%-58.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $474 | $2,166-78.1% | $3,287-85.6% | $3,332-85.8% |
| Admin fee / account holder | $70 | $3,322-97.9% | $5,478-98.7% | $4,645-98.5% |