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 | $48,759 | $203,436-76.0% | $152,466-68.0% | $167,490-70.9% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.2%-28.2pp | 82.1%-32.1pp |
| Annual return | 16.26% | 13.80%+2.5pp | 757.33%-741.1pp | 478.56%-462.3pp |
| Employer contribution / active EE | $0 | $5,220-100.0% | $4,327-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,117 | $6,716-83.4% | $5,820-80.8% | $6,341-82.4% |
| Admin fee / account holder | $0 | $22,506-100.0% | $15,805-100.0% | $12,309-100.0% |