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 | $65,259 | $59,101+10.4% | $77,163-15.4% | $75,163-13.2% |
| Participation rate | 23.9% | 63.9%-39.9pp | 69.6%-45.6pp | 67.2%-43.2pp |
| Annual return | 78.79% | 26.71%+52.1pp | 37.87%+40.9pp | 160.62%-81.8pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $848 | $2,999-71.7% | $3,833-77.9% | $4,125-79.5% |
| Admin fee / account holder | $215 | $4,774-95.5% | $5,472-96.1% | $5,651-96.2% |