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 7-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 | $57,964 | $100,970-42.6% | $96,576-40.0% | $137,256-57.8% |
| Participation rate | 20.0% | 82.6%-62.6pp | 81.4%-61.4pp | 80.0%-60.0pp |
| Annual return | 23.22% | 38.16%-14.9pp | 38.47%-15.2pp | 220.34%-197.1pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,138 | $8,286-74.2% | $7,956-73.1% | $6,407-66.6% |
| Admin fee / account holder | $20 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |