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 | $44,380 | $132,634-66.5% | $115,768-61.7% | $137,256-67.7% |
| Participation rate | 16.7% | 77.9%-61.2pp | 74.4%-57.7pp | 80.0%-63.3pp |
| Annual return | 22.35% | 160.70%-138.3pp | 100.46%-78.1pp | 220.34%-198.0pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $867 | $5,619-84.6% | $4,917-82.4% | $6,407-86.5% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,439-99.8% | $12,270-99.8% |