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 | $36,949 | $50,637-27.0% | $86,590-57.3% | $62,292-40.7% |
| Participation rate | 63.1% | 67.9%-4.8pp | 73.5%-10.4pp | 69.5%-6.4pp |
| Annual return | 13.63% | 20.80%-7.2pp | 964.84%-951.2pp | 28.90%-15.3pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $269 | $2,611-89.7% | $3,609-92.6% | $3,169-91.5% |
| Admin fee / account holder | $74 | $413-82.1% | $4,906-98.5% | $479-84.5% |