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 8-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 | $27,415 | $183,519-85.1% | $155,509-82.4% | $145,922-81.2% |
| Participation rate | 7.7% | 82.7%-75.0pp | 78.2%-70.5pp | 80.3%-72.6pp |
| Annual return | 14.46% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.8pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $207 | $6,462-96.8% | $5,626-96.3% | $6,688-96.9% |
| Admin fee / account holder | $58 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |