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 | $24,947 | $105,998-76.5% | $92,233-73.0% | $147,584-83.1% |
| Participation rate | 42.1% | 80.4%-38.3pp | 76.5%-34.4pp | 82.8%-40.7pp |
| Annual return | 14.32% | 50.05%-35.7pp | 176.28%-162.0pp | 578.55%-564.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $55 | $4,478-98.8% | $3,897-98.6% | $5,439-99.0% |
| Admin fee / account holder | $291 | $6,332-95.4% | $5,194-94.4% | $10,885-97.3% |