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 | $46,636 | $171,164-72.8% | $127,761-63.5% | $152,861-69.5% |
| Participation rate | 45.5% | 83.4%-38.0pp | 79.0%-33.5pp | 82.4%-37.0pp |
| Annual return | 23.25% | 23.54%-0.3pp | 26.14%-2.9pp | 345.32%-322.1pp |
| Employer contribution / active EE | $0 | $5,447-100.0% | $4,574-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,145 | $7,038-83.7% | $6,021-81.0% | $5,850-80.4% |
| Admin fee / account holder | $0 | $14,530-100.0% | $9,395-100.0% | $11,596-100.0% |