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 | $44,601 | $69,515-35.8% | $86,874-48.7% | $85,850-48.0% |
| Participation rate | 28.1% | 66.3%-38.3pp | 71.6%-43.6pp | 69.3%-41.2pp |
| Annual return | 36.58% | 20.12%+16.5pp | 63.52%-26.9pp | 318.53%-282.0pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $528 | $2,919-81.9% | $3,699-85.7% | $3,952-86.6% |
| Admin fee / account holder | $120 | $5,972-98.0% | $5,828-97.9% | $6,260-98.1% |