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 | $78,629 | $102,547-23.3% | $78,210+0.5% | $147,584-46.7% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.7%-35.4pp | 82.8%-49.5pp |
| Annual return | 12.79% | 51.08%-38.3pp | 40.90%-28.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $33 | $2,617-98.7% | $2,034-98.4% | $4,876-99.3% |
| Participant deferral / active EE | $33 | $3,481-99.0% | $2,823-98.8% | $5,439-99.4% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,885-100.0% |