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 | $15,743 | $81,248-80.6% | $155,509-89.9% | $80,856-80.5% |
| Participation rate | 0.0% | 66.2%-66.2pp | 78.2%-78.2pp | 67.6%-67.6pp |
| Annual return | 15.04% | 33.31%-18.3pp | 64.67%-49.6pp | 35.59%-20.6pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $219 | $3,452-93.6% | $5,626-96.1% | $4,296-94.9% |
| Admin fee / account holder | $58 | $7,997-99.3% | $15,912-99.6% | $6,918-99.2% |