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 | $29,204 | $112,096-73.9% | $95,952-69.6% | $158,922-81.6% |
| Participation rate | 36.8% | 79.0%-42.1pp | 77.1%-40.2pp | 82.0%-45.1pp |
| Annual return | 10.65% | 171.09%-160.4pp | 91.61%-81.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $741 | $4,784-84.5% | $4,167-82.2% | $5,982-87.6% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |