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 | $70,467 | $114,381-38.4% | $107,525-34.5% | $142,382-50.5% |
| Participation rate | 52.9% | 78.1%-25.2pp | 75.1%-22.1pp | 80.1%-27.2pp |
| Annual return | 17.47% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $853 | $5,564-84.7% | $5,116-83.3% | $6,507-86.9% |
| Admin fee / account holder | $108 | $9,860-98.9% | $8,919-98.8% | $12,624-99.1% |