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 | $22,565 | $99,877-77.4% | $84,966-73.4% | $145,922-84.5% |
| Participation rate | 36.8% | 74.1%-37.2pp | 67.5%-30.7pp | 80.3%-43.4pp |
| Annual return | 12.38% | 83.76%-71.4pp | 66.38%-54.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $307 | $5,291-94.2% | $4,519-93.2% | $6,688-95.4% |
| Admin fee / account holder | $4 | $7,248-99.9% | $6,149-99.9% | $13,397-100.0% |