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 | $60,234 | $45,073+33.6% | $69,455-13.3% | $72,985-17.5% |
| Participation rate | 20.9% | 68.5%-47.6pp | 74.6%-53.7pp | 69.5%-48.6pp |
| Annual return | 9.42% | 22.65%-13.2pp | 28.97%-19.5pp | 81.00%-71.6pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $449 | $2,602-82.7% | $3,535-87.3% | $3,607-87.6% |
| Admin fee / account holder | $260 | $3,056-91.5% | $3,839-93.2% | $5,124-94.9% |