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 | $73,110 | $78,705-7.1% | $117,854-38.0% | $70,131+4.2% |
| Participation rate | 12.8% | 73.2%-60.4pp | 79.7%-66.9pp | 69.5%-56.8pp |
| Annual return | 15.24% | 23.30%-8.1pp | 335.08%-319.8pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $339 | $3,297-89.7% | $4,482-92.4% | $3,332-89.8% |
| Admin fee / account holder | $2 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |