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 | $69,657 | $112,096-37.9% | $95,952-27.4% | $158,922-56.2% |
| Participation rate | 63.2% | 79.0%-15.8pp | 77.1%-13.9pp | 82.0%-18.8pp |
| Annual return | 16.14% | 171.09%-155.0pp | 91.61%-75.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $547 | $4,784-88.6% | $4,167-86.9% | $5,982-90.9% |
| Admin fee / account holder | $60 | $10,130-99.4% | $6,795-99.1% | $11,246-99.5% |