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 | $58,375 | $118,450-50.7% | $98,439-40.7% | $139,434-58.1% |
| Participation rate | 18.8% | 77.4%-58.7pp | 75.2%-56.4pp | 80.3%-61.6pp |
| Annual return | 11.08% | 18.94%-7.9pp | 21.16%-10.1pp | 372.94%-361.9pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $890 | $5,392-83.5% | $4,738-81.2% | $6,710-86.7% |
| Admin fee / account holder | $189 | $14,026-98.6% | $8,948-97.9% | $11,403-98.3% |