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 | $64,953 | $70,428-7.8% | $96,562-32.7% | $85,850-24.3% |
| Participation rate | 21.9% | 61.8%-39.9pp | 69.8%-47.9pp | 69.3%-47.4pp |
| Annual return | 16.60% | 18.59%-2.0pp | 37.78%-21.2pp | 318.53%-301.9pp |
| Employer contribution / active EE | $301 | $1,413-78.7% | $2,356-87.2% | $2,565-88.3% |
| Participant deferral / active EE | $1,153 | $2,894-60.1% | $3,849-70.0% | $3,952-70.8% |
| Admin fee / account holder | $9 | $4,997-99.8% | $6,181-99.9% | $6,260-99.9% |