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 | $19,647 | $96,305-79.6% | $80,569-75.6% | $139,434-85.9% |
| Participation rate | 46.7% | 73.6%-27.0pp | 67.0%-20.3pp | 80.3%-33.7pp |
| Annual return | 10.58% | 1350.08%-1339.5pp | 935.43%-924.8pp | 372.94%-362.4pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $376 | $5,232-92.8% | $4,447-91.5% | $6,710-94.4% |
| Admin fee / account holder | $5 | $6,599-99.9% | $5,377-99.9% | $11,403-100.0% |